- Lead, coach and develop a team of Paraplanners across multiple locations
- Conduct regular one-to-ones, performance reviews and development discussions
- Provide ongoing mentoring, support and constructive feedback
- Foster a positive, collaborative and high-performance team culture
- Identify and nurture future talent within the function
- Oversee the daily allocation of work across the team
- Manage capacity planning and prioritisation to ensure service standards are maintained
- Monitor workloads and resource requirements across the function
- Support business growth by ensuring the team is appropriately structured and resourced
- Maintain high standards of paraplanning output and report quality
- Conduct first-line quality reviews and identify coaching opportunities
- Act as an escalation point for technical and complex planning queries
- Promote a "right first time" approach and drive continuous improvement in quality standards
- Ensure all work complies with FCA requirements and internal policies
- Develop and utilise management information to monitor team performance and productivity
- Identify opportunities to improve efficiency, consistency and service delivery
- Support implementation of new processes and ways of working
- Help embed the Titan Wealth approach across newer team members and recently established teams
- Build strong relationships with Financial Planners, Client Support teams and wider business functions
- Act as a key liaison between departments to drive collaboration and improve client outcomes
- Support delivery of a seamless end-to-end financial planning service
Requirements
- Level 4 qualified in financial planning
- Previous experience as a paraplanner or in a similar support role within a financial services firm
- Strong understanding of financial planning concepts, products, and regulatory requirements (e.g., FCA)
- Excellent IT, written, and verbal communication skills
- Proven leadership, coaching, and mentoring abilities
- Strong organizational and time management skills
- Ability to analyse technical information and ensure attention to detail
- A proactive and collaborative mindset
Core Competencies
Demonstrates expertise in financial planning, team leadership, and performance management, ensuring compliance with FCA regulations while fostering a high-performance culture. Capable of driving continuous improvement and efficiency in paraplanning processes and service delivery.
Highest-signal resume keywords
- Level 4 Qualified In Financial Planning
- Leadership, Coaching, And Mentoring
- Strong Understanding Of Financial Planning Concepts
- Excellent IT, Written, And Verbal Communication Skills
- Attention To Detail And Analytical Skills
ATS Optimization Keywords
Hard Skills
- Financial Planning
- Paraplanning
- Capacity Planning
- Quality Review
- Regulatory Compliance
- Performance Monitoring
- Process Improvement
- Technical Analysis
Soft Skills
- Team Leadership
- Collaboration
- Organizational Skills
- Proactive Mindset
- Time Management
Certifications & Qualifications
- Level 4 Financial Planning Qualification
Industry Keywords
- FCA Requirements
- Financial Services
- Client Support
- Continuous Improvement
- High-Performance Culture
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Paraplanning Team Leader in Cardiff employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
