Paraplanning Team Leader

Paraplanning Team Leader

Salary: £50,000-£52,000

Reports to: Paraplanner Manager

Location: Farnborough/Remote (1 day in the office per quarter)

About the Role

Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day‑to‑day running of a high‑performing paraplanning team. You’ll play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers.

Key Responsibilities

• Leadership & Team Management (Approx. 60%)
  • Oversee daily workflow, ensuring timely case progression and effective case distribution.
  • Monitor and report on team performance, supporting individuals to meet their targets.
  • Mentor and support new starters and trainees to reach competency within agreed timelines.
  • Deliver technical training and peer reviews to maintain high standards.
  • Identify and drive process improvements, contributing to wider change initiatives.
  • Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit).
  • Act as a role model for best practice, deputising for the Paraplanner Manager when needed.
• Paraplanning & Technical Delivery (Approx. 40%)
  • Review fact finds to ensure client needs are accurately captured and documented.
  • Conduct thorough analysis using tools such as TVAS and annuity break‑even analysis.
  • Prepare high‑quality, compliant draft suitability reports for adviser approval.
  • Liaise with advisers and providers to gather information and clarify advice requirements.
  • Work closely with the Business Quality Unit to ensure report accuracy and compliance.

Skills & Experience

• Strong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year).
• Previous experience within an IFA environment is essential.
• Proven leadership, mentoring or training experience.
• Strong communication, analytical, and interpersonal skills.

Knowledge & Qualifications

• In‑depth knowledge of pensions, especially DB transfers.
• Solid understanding of FCA regulations, KYC, and suitability requirements.
• Familiarity with whole‑of‑market financial products and providers.
• Level 4 Diploma in Financial Planning (essential).
• Working towards Chartered status (desirable).

Benefits

• Private Medical Insurance (self cover)
• Income Protection (75% salary for 3 years)
• Life Assurance (4x salary)
• Critical Illness (£50,000 lump sum)
• Pension (6%)

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