Head of Paraplanning

Head 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.