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- Tasks: Lead a team of paraplanners and shape investment strategies.
- Company: Join a prestigious, independent wealth management firm in London.
- Benefits: Enjoy a competitive salary, flexible working, and generous holiday.
- Why this job: Make a real impact in a respected firm with growth opportunities.
- Qualifications: 4+ years in paraplanning, leadership experience, and strong technical skills required.
- Other info: Perfect for those seeking autonomy and visibility in their career.
The predicted salary is between 60000 - 84000 £ per year.
A prestigious, Chartered, and independent wealth management firm based in the heart of London is seeking a confident and experienced Head of Paraplanning to lead its technically strong and collaborative team. This is a high-impact, visible role offering true influence over the firm's advice process, investment strategy, and ongoing development.
Key Responsibilities
- Lead and manage a team of at least three experienced paraplanners
- Liaise closely with the administration team and outsourced paraplanners
- Sit on the Investment Committee and shape the central investment proposition
- Conduct and oversee complex research, calculations, and cashflow forecasting
- Manage resource planning, task allocation, and internal workflow
- Attend operational and quarterly management meetings, contributing insights and feedback
- Mentor junior team members and support development plans, appraisals, and training
- Help communicate technical developments and regulatory updates to internal stakeholders
- Identify and implement process improvements, software upgrades, and efficiency gains
- Represent paraplanning within the wider firm and ensure consistent quality in advice delivery
Ideal Candidate Profile
- Minimum 4 years’ paraplanning experience within an IFA/wealth management environment
- Proven team management or leadership experience
- Chartered or near-Chartered (ideally via the CII)
- Technically proficient with tools such as FE Analytics, Voyant, Xplan, and CashCalc
- Strong written and verbal communication skills
- Able to balance strategic thinking with attention to technical detail
- Experienced in whole-of-market advice, including pensions, investments, tax, and estate planning
- Passionate about mentoring and continuous improvement
Package & Benefits
- £70,000–£80,000 base salary (depending on experience and qualifications)
- Discretionary annual bonus
- 23 days’ holiday (increases with service)
- Up to 10 additional days off for Christmas & New Year office shutdown
- Income protection, death in service, and salary sacrifice schemes
- Central London office with flexible working arrangements
- Clear progression path and involvement in high-level decision-making
This is the perfect opportunity for a technically skilled paraplanner who wants to move into a leadership role with influence, autonomy, and visibility within one of London’s most respected wealth management firms.
Head of Paraplanning employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Paraplanning
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already in leadership roles. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in paraplanning, such as FE Analytics and Xplan. Being well-versed in these technologies will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in managing teams. Think of specific examples where you've mentored junior staff or implemented process improvements, as this will showcase your ability to lead effectively.
✨Tip Number 4
Research the firm’s investment strategies and recent developments in the wealth management landscape. This knowledge will help you contribute valuable insights during interviews and demonstrate your genuine interest in the role.
We think you need these skills to ace Head of Paraplanning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, particularly any leadership roles or team management experience. Use specific examples to demonstrate your technical proficiency and strategic thinking.
Craft a Compelling Cover Letter: In your cover letter, express your passion for mentoring and continuous improvement. Mention how your experience aligns with the responsibilities of the Head of Paraplanning role and how you can contribute to the firm's investment strategy.
Showcase Technical Skills: Clearly outline your familiarity with tools like FE Analytics, Voyant, Xplan, and CashCalc in your application. Provide examples of how you've used these tools to enhance efficiency or improve advice delivery.
Highlight Team Collaboration: Emphasise your ability to work collaboratively with both paraplanners and administration teams. Share instances where you've successfully liaised with different departments to achieve common goals.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As a Head of Paraplanning, you'll be leading a team. Be prepared to discuss your previous leadership experiences, how you've managed teams, and any specific challenges you've overcome. Highlight your mentoring approach and how you support junior team members.
✨Demonstrate Technical Proficiency
Familiarity with tools like FE Analytics, Voyant, Xplan, and CashCalc is crucial. Be ready to discuss your experience with these tools and how you've used them to enhance the paraplanning process. Providing examples of complex research or cashflow forecasting you've conducted will impress the interviewers.
✨Communicate Effectively
Strong written and verbal communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain technical concepts, so ensure you can do this in a way that's accessible to non-technical stakeholders.
✨Prepare for Strategic Discussions
Since you'll be sitting on the Investment Committee, be ready to discuss your views on investment strategies and market trends. Research the firm's current investment proposition and think about how you can contribute to its development and improvement.
