Full job descriptionHead of Paraplanning
Full-Time | Hybrid Working
An exciting opportunity has arisen for an experienced Head of Paraplanning to join a successful and growing independent wealth management and financial planning firm.
This established, employee-focused business has been providing high-quality financial advice and investment management solutions to private clients for over 30 years. With a strong reputation for excellence and a commitment to long-term client relationships, they are seeking a technically strong and people-focused individual to lead their paraplanning function.
The Role
This is a hybrid role combining hands-on paraplanning responsibilities with leadership and management duties. You will work closely with Financial Planners, Administrators and senior stakeholders to deliver a high-quality service whilst driving the development and performance of the paraplanning team.
Working hours are Monday to Friday, 9:00am to 5:00pm (35-hour week).
Key Responsibilities
Paraplanning
*Analyse clients’ circumstances, objectives, requirements and attitude to risk
*Review and assess existing financial arrangements
*Analyse capital gains tax positions and wider tax considerations
*Conduct product and provider research
*Prepare suitability reports and recommendation letters
*Assist with client reviews and attend client meetings where appropriate
*Respond to client and colleague queries
*Maintain accurate client records
*Keep up to date with regulatory and industry developments
Management & Leadership
*Lead and manage the paraplanning team, including appraisals and regular one-to-one meetings
*Oversee workflow allocation and team capacity planning
*Provide technical support and guidance to team members
*Participate in operational and strategic planning meetings
*Work alongside senior leadership to support business growth and development
*Chair team meetings and drive team engagement
*Collaborate with Compliance, Financial Planners and Operations teams
*Conduct quality assurance reviews and audits
*Ensure consistency and technical excellence across paraplanning outputs
Candidate Requirements
*Minimum 5 years’ paraplanning experience
*Level 4 Diploma qualified (or equivalent)
*Previous people management experience
*Strong technical knowledge of pensions, investments and financial services regulation
*Excellent report-writing ability
*Strong verbal and written communication skills
*High levels of numeracy and analytical capability
*Research and problem-solving skills
*Strong IT proficiency
*Self-motivated with a collaborative approach
*Ability to manage multiple priorities and deadlines
*Highly organised with excellent attention to detail
*Passionate about delivering exceptional client service
Salary & Benefits
*Competitive salary dependent on experience
*5% employer pension contribution with salary sacrifice option
*32 days annual leave plus Bank Holidays and additional Christmas closure
*One paid volunteer day per year
*Annual training budget of £2,000 (with flexibility for personal development)
*Death in Service benefit (4x salary)
*Income Protection cover
*35-hour working week
*Hybrid working arrangement
*6-month probation period
Interested?
For a confidential discussion and further information, please contact or apply today to find out more about this opportunity.