Paraplanner Team Manager

Paraplanning Team Leader

Bristol / Cardiff Hybrid Working Up to £65,000 + Bonus + Excellent Benefits

An exciting opportunity has arisen for an experienced Paraplanning Team Leader to join a growing financial planning business during a period of significant expansion.

Leading a team of approximately 16 Paraplanners across Bristol, Cardiff and Truro , you will be responsible for driving productivity, maintaining exceptional quality standards, and supporting the ongoing development of the paraplanning function.

This role is ideal for a technically strong Paraplanner with previous leadership, mentoring, supervisory or management experience who is passionate about developing people and creating high-performing teams.

Key Responsibilities

• Lead, mentor and develop a multi-site team of Paraplanners.

• Conduct regular one-to-ones, performance reviews and development plans.

• Manage workload allocation, capacity planning and resource management.

• Drive productivity, efficiency and continuous improvement initiatives.

• Ensure high standards of paraplanning output and report quality.

• Act as an escalation point for complex technical queries.

• Monitor performance through MI and identify opportunities for improvement.

• Build strong relationships with Financial Planners, Client Support teams and key stakeholders.

• Ensure compliance with FCA requirements and internal processes.

About You

• Previous experience within a Paraplanning role.

• Proven leadership, mentoring, team lead or management experience.

• Level 4 Diploma in Financial Planning (or equivalent).

• Strong technical financial planning knowledge.

• Excellent communication and stakeholder management skills.

• Ability to motivate, coach and develop others.

• Organised, proactive and commercially minded.

Location

Ideally based within commuting distance of Bristol , attending the office 2-3 days per week. Applications from Cardiff-based candidates are also welcomed, with an expectation of regular travel between offices.

Salary & Benefits

• Up to £65,000 basic salary

• Discretionary bonus

• Hybrid working

• Private Medical Insurance

• Generous pension scheme

• 25 days holiday plus bank holidays

• Holiday buy and sell scheme

• Life assurance

• Health cash plan

• Employee Assistance Programme

• Flexible benefits package

• Ongoing professional development This is an excellent opportunity for an experienced Paraplanner or Paraplanning Manager to play a key leadership role within a growing wealth management business, driving team performance, quality and development across a multi-site operation.