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 sessions 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 and 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.
What you need to do now
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.
Locations
Paraplanner Team Leader in Sheffield, Yorkshire employer: Hays
Join a dynamic and supportive independent financial advice business that prioritises employee growth and collaboration in a fully remote working environment. As a Paraplanner Team Leader, you will lead a dedicated team while benefiting from structured workflows and regular development sessions, ensuring you have the tools to excel in your role and advance your career in financial services. With exposure to high-net-worth clients and a commitment to compliance and quality, this is an excellent opportunity for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Team Leader in Sheffield, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge of financial planning products. Be ready to discuss how you can lead a team effectively while supporting advisers in delivering top-notch client outcomes.
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight your experience with structured workflows and how you've managed complex tasks in a remote environment. This will demonstrate that you're the right fit for a growing paraplanning function.
✨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 directly with us.
We think you need these skills to ace Paraplanner Team Leader in Sheffield, Yorkshire
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 to show us you're the right fit for leading a team.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial services and how your background aligns with our needs. Be specific about your experience with client-focused activities and compliance standards.
Showcase Your Attention to Detail:Since accuracy is key in this role, ensure 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 don’t miss out on any important updates during the process.
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. Be ready to discuss how you've applied this in your previous roles, especially in paraplanning. This will show that you understand the complexities involved in the role.
✨Showcase Your Leadership Skills
As a Paraplanner Team Leader, you'll be managing a team. Prepare examples of how you've successfully led teams in the past, focusing on your ability to allocate tasks based on complexity and support your team members. Highlight any experience you have in developing others.
✨Demonstrate Attention to Detail
Since accuracy is key in preparing suitability reports and maintaining client records, be prepared to discuss how you ensure high levels of detail in your work. You might even want to bring along a sample report (with sensitive info redacted) to showcase your skills.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's workflows, team dynamics, and how they support ongoing development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
