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 strong commitment to quality guidance.
- Benefits: Fully remote work, structured workflows, and opportunities for professional development.
- Other info: Dynamic environment with regular team development sessions and career growth potential.
- Why this job: Join a growing team and gain exposure to high-net-worth clients and complex financial planning.
- Qualifications: Experience in paraplanning and strong people management skills required.
The predicted salary is between 50000 - 60000 £ per year.
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.
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. 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, and 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.
- Lead a team of 5 (this team will grow).
- 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.
- Experience using financial planning or workflow systems.
- 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.
- 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.
Paraplanner Team Lead in Sheffield employer: Hays
Our client is an exceptional employer, offering a fully remote working model that fosters collaboration and engagement among team members. With a strong focus on employee development and a commitment to high-quality financial guidance, this role provides the opportunity to lead a growing team while gaining exposure to high-net-worth clients and complex financial planning. The supportive work culture and structured workflows ensure that employees can thrive and advance their careers in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Team Lead in Sheffield
✨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 Lead 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 managing workflows and allocating tasks based on complexity. This will demonstrate your ability to lead a growing team successfully.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Paraplanner Team Lead in Sheffield
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 Lead 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 to ensure your application gets to us quickly and efficiently, plus you’ll find all the info you need about the role there!
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 supporting advisers and delivering excellent client outcomes.
✨Showcase Your Leadership Skills
As a Paraplanner Team Lead, 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 and fostering a collaborative environment.
✨Demonstrate Attention to Detail
In this role, accuracy is key. Be prepared to discuss how you maintain compliance and ensure that client records are accurate. You might even want to bring along a sample report (with sensitive info redacted) to showcase your written communication skills and attention to detail.
✨Be Ready for Remote Work Challenges
Since the role is fully remote, think about how you manage your time and stay organised. Share strategies you've used to prioritise your workload and remain self-motivated. This will reassure them that you can thrive in a structured yet autonomous environment.
