Head Of Paraplanning

Head of Paraplanning – London\\n💷 Salary: Up to £80,000 (DOE) + excellent benefits\\n📍 Location: London\\n📆 Hybrid working available\\nAre you a Chartered (or near Chartered) Paraplanner with leadership experience and a passion for delivering high-quality, independent financial advice? Do you want to play a key role in shaping the paraplanning function of a highly respected Chartered, fee-based, independent wealth management firm? If so, this Head of Paraplanning opportunity could be the perfect next step in your career!\\nHead Of Paraplanning – Why You’ll Love This Role\\n✔ Autonomy & Influence – Your opinions and expertise will be valued, heard, and acted upon\\n✔ Client-Facing & Strategic – Not just report writing!

You’ll manage relationships, drive efficiencies, and contribute to investment strategy\\n✔ Leadership & Mentorship – Oversee and develop a team of paraplanners, including mentoring graduates through an internal trainee program\\n✔ Fast-Paced & Dynamic – Thrive in an ambitious and professional environment where adaptability and problem-solving are key\\nHead Of Paraplanning – Your Role & Responsibilities\\n🔹 Lead and manage the paraplanning team, delegating workload effectively\\n🔹 Oversee research, investment solutions, and cashflow forecasting to produce high-quality suitability reports\\n🔹 Act as the key liaison between paraplanning, administration, and senior management teams\\n🔹 Participate in Investment Committee meetings and help manage the firm’s central investment proposition\\n🔹 Deliver technical expertise to advisers and keep the team updated on industry changes and regulatory developments\\n🔹 Identify and implement process improvements to enhance efficiency and performance\\n🔹 Conduct whole-of-market research on platforms, SIPPs, and funds\\nHead Of Paraplanning – What We’re Looking For\\n✅ At least 4 years of paraplanning experience, with leadership exposure in an IFA firm\\n✅ Chartered (or close to Chartered) qualification via CII preferred\\n✅ Strong technical knowledge across pensions, investments, and estate planning\\n✅ Experience using FE Analytics, Voyant, CashCalc, and Xplan\\n✅ A confident leader who thrives in a fast-moving, high-performance environment\\n✅ A proactive problem solver with excellent communication and organisational skills\\nThe Benefits\\n✨ Generous holiday entitlement\\n✨ Salary sacrifice options\\n✨ Income protection & death in service\\n✨ A supportive, collaborative team environment with career growth opportunities\\n\\nThis is a rare opportunity to lead and shape the paraplanning function of a respected wealth management firm. If you're looking for a role where your expertise is valued and you can truly make an impact, we’d love to hear from you!\\n📩 Apply today or reach out for a confidential chat