Head of Paraplanning

Head of Paraplanning

UK Remote (Travel 1 or 2 days a week)

Up to £85k.

This role is best suited for experienced Paraplanning managers, you will be running multiple offices of Paraplanners across the country. If you have strong technical knowledge, experience mentoring and managing a team, and a desire to drive efficiency in a financial planning firm, this opportunity is for you.

You will lead a team of paraplanners, ensuring high-quality financial planning support while refining processes to enhance business efficiency. The role offers remote working with occasional travel to regional bases and a salary up to £85k.

The Business

The firm is a well-established financial advisory practice with a strong presence in the financial planning space. They are directly authorised, providing independent and whole-of-market advice. With a forward-thinking approach, the business has invested in technology and compliance infrastructure to streamline processes and enhance service delivery.

They are going through a period of growth with increased plans of expansion going forward.

The Role

Your primary responsibility will be to lead and develop the paraplanning teams, ensuring the smooth operation of financial planning support.

You will be managing and growing the regional hubs of paraplanners, supporting their professional growth and the team’s success, driving process improvements to enhance efficiency within the paraplanning function and keeping up to date with regulatory changes, tax planning, and financial products.

The Benefits

• Salary up to £85,000
• Remote working (Travel 1 or 2 days a week)
• Death in service & Income protection
• Private medical
• Employer pension contributions.
• Generous holiday days
• Discretionary bonus

How to Apply

Click "Apply Now" to submit your CV. The process is simple, and if your experience matches, we will arrange an initial conversation.