At a Glance
- Tasks: Lead a team of paraplanners and support financial advisers in delivering top-notch client outcomes.
- Company: Independent financial advice business with a commitment to quality guidance.
- Benefits: Fully remote work, structured workflows, and opportunities for professional development.
- Other info: Dynamic environment with regular training and excellent career growth potential.
- Why this job: Join a growing team and make a real impact in financial planning for high-net-worth clients.
- Qualifications: Experience in paraplanning and strong people management skills required.
The predicted salary is between 45000 - 55000 £ per year.
About the Role
Our client is an independent financial advice business committed to delivering clear, high-quality guidance to its customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.
Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes.
The Role
This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into workflows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.
Key Responsibilities
- Assist financial advisers in preparing:
- Suitability reports
- Financial recommendations
- Conduct research across pensions, investments, protection, and retirement planning
- Maintain accurate and compliant client records across internal systems and provider platforms
- Ensure all client files meet regulatory and compliance standards
- Support administration tasks relating to new business submissions
- Client onboarding
- Ongoing servicing and reviews
- Action client-related transactions (e.g. contributions, withdrawals, fund switches)
- Collaborate with advisers and the wider team to deliver a seamless client experience
- Monitor provider updates and regulatory changes relevant to recommendations
- Develop technical knowledge of financial planning products and advice processes
- Leading a team of 5 (this team will grow)
Requirements (Essential)
- You will have experience within a paraplanning role whilst being a seasoned people manager
- Strong understanding of financial services processes and client life cycle
- Solid administrative background with excellent organisational skills
- High level of attention to detail and accuracy
- Strong written communication skills, particularly for report preparation
- Ability to work independently in a remote environment
- Strong time management skills with the ability to prioritise workload
Desirable Skills & Experience
- Experience using financial planning or workflow systems
Personal Attributes
- Self-motivated and proactive
- Resilient and able to manage busy periods (e.g. tax year-end)
- Comfortable working in a structured yet autonomous environment
- Eager to learn and develop within financial services
Working Pattern & Environment
- Fully remote working model
- Occasional travel to Sheffield is required for team meetings, training, and collaboration.
- Structured workflow system with task allocation based on complexity and timelines
- Regular team development sessions, including technical and process training
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Paraplanner Team Leader employer: Hays
Our client is an exceptional employer, offering a fully remote working model that fosters collaboration and continuous development within a structured environment. With a strong focus on employee growth, the role of Paraplanner Team Leader not only provides exposure to high-net-worth clients but also supports your career advancement in financial services through regular training and a commitment to compliance and quality. Join a dynamic team where your leadership will make a significant impact on delivering excellent client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Team Leader
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner Team Leader role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge of financial planning products. Make sure you can confidently discuss suitability reports and client onboarding processes, as these are key aspects of the role.
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've successfully managed teams in the past. Highlight your ability to allocate tasks based on complexity and support advisers in delivering excellent client outcomes.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner Team Leader
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and people management skills, as these are key for the Paraplanner Team Leader role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've led teams and supported financial advisers in the past, showing us your passion for delivering excellent client outcomes.
Showcase Your Attention to Detail:Since accuracy is crucial in this role, make sure your application is free from typos and errors. This will demonstrate your strong written communication skills and attention to detail right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing team!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services processes and the client life cycle. Being able to discuss these topics confidently will show that you're not just a people manager but also someone who understands the intricacies of paraplanning.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you allocated tasks based on complexity or supported team members in achieving their goals. This will demonstrate your capability as a Paraplanner Team Leader.
✨Be Detail-Oriented
Since attention to detail is crucial in this role, be ready to discuss how you ensure compliance and accuracy in documentation. You might even want to bring along a sample report (with sensitive info removed) to showcase your writing skills and thoroughness.
✨Embrace the Remote Work Culture
As the role is fully remote, highlight your experience working independently and managing your time effectively. Share strategies you use to stay organised and engaged with your team, which will reassure them that you can thrive in their structured yet autonomous environment.
