At a Glance
- Tasks: Lead and mentor a dynamic team of Paraplanners while ensuring top-notch technical support.
- Company: A growing independent wealth management firm with a focus on development and excellence.
- Benefits: Competitive salary, bonuses, ongoing professional development, and a supportive work environment.
- Other info: Great opportunity for career progression in a collaborative and innovative setting.
- Why this job: Make a real impact by leading a team and enhancing client outcomes in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and experience in team leadership.
The predicted salary is between 45000 - 45000 £ per year.
Location: Birmingham (on-site)
Salary: £45,000 + Bonus + Benefits
Our client, a growing independent wealth management firm, is seeking an experienced Team Leader to oversee its Technical and Paraplanning function. This is an excellent opportunity for an experienced Senior Paraplanner or existing Team Leader looking to combine technical expertise with people management. The successful candidate will lead a team of Paraplanners, Technical Administration Specialists and Apprentices, ensuring high-quality technical support is delivered to Financial Advisers while maintaining service levels, compliance standards and client outcomes.
Key Responsibilities
- Lead, mentor and develop the Technical and Paraplanning Team.
- Manage workflow and ensure tasks are completed within agreed service levels.
- Oversee the preparation and review of suitability reports and technical recommendations.
- Act as the primary escalation point for complex technical queries.
- Support training, development and performance management across the team.
- Produce management information and contribute to process improvements.
- Maintain a hands-on technical role, supporting complex cases, cashflow modelling and report writing where required.
- Work closely with Advisers, Compliance, Operations and senior leadership teams.
Candidate Requirements
Essential:
- Level 4 Diploma in Financial Planning (DipPFS/DipFA) or equivalent.
- Experience leading a Paraplanning or Technical Team.
- Proven paraplanning experience gained within an independent financial planning or wealth management environment.
- Strong technical knowledge across pensions, investments and wider financial planning.
- Previous people management, mentoring or supervisory experience.
- Experience writing and reviewing suitability reports.
- Excellent communication, organisational and stakeholder management skills.
Desirable:
- Knowledge of IHT, CGT and estate planning.
- Experience using Intelligent Office, FE Analytics and Voyant.
What's on Offer
- Opportunity to lead and develop a growing Technical Team.
- Dedicated paraplanning and operational support.
- Ongoing professional development and career progression.
- Competitive salary and benefits package.
About You
You will be a technically strong and people-focused professional who enjoys developing others and maintaining high standards. Whether you're already leading a team or looking to step up from a Senior Paraplanner position, you'll be passionate about delivering excellent outcomes for both clients and advisers.
Paraplanner Team Leader in Birmingham employer: Intake Talent
Join a dynamic and growing independent wealth management firm in Birmingham, where you will have the opportunity to lead and develop a talented Technical and Paraplanning Team. With a strong focus on professional development, competitive salary, and a supportive work culture, this role offers a unique chance to make a meaningful impact while enjoying a collaborative environment that values excellence and client outcomes.
