Are you an experienced Paraplanner Team Leader in the Financial Services sector? We’re partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Leader Paraplanner who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanner.
You will collaborate with the Management team and giving guidance to ensure best practice.
If you’re tired of being seen as just a back‑office function and want to be a true partner to advisers on complex cases, this could be the right step forward.
What we’re looking for :
- Diploma Level 4 as a minimum (working towards Chartered? Even better)
- Experience with systems like X-Plan or Intelligent Office
- Someone who enjoys turning complexity into clarity for clients
- A proactive and detail-oriented mindset
- Happy leading a team.
What sets this opportunity apart :
- Hybrid structure – focus from home, collaborate in-office
- Hands‑on involvement in cash flow modelling, investment reviews, and technical report writing
- You’ll join client meetings and have a voice in strategic conversations
- Work with senior advisers who value people as much as performance
- Competitive salary – up to £60,000 DOE
- Excellent benefits and holiday entitlement. This is a hybrid role up to 3 days from home.
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Contact Detail:
Cameron James Recruiting Team