At a Glance
- Tasks: Lead and develop a team of Paraplanners while ensuring high-quality service.
- Company: A successful financial planning business with a focus on growth and development.
- Benefits: Salary up to £65,000, hybrid working, discretionary bonus, and excellent benefits.
- Other info: Great opportunities for personal development and career progression.
- Why this job: Take on a hands-on leadership role and make a real impact in financial planning.
- Qualifications: Strong Paraplanning experience and team leadership skills required.
The predicted salary is between 41850 - 51150 £ per year.
We are working with a growing and highly successful financial planning business that is looking to appoint an experienced Paraplanning Team Leader to lead and develop their technical team. This is an excellent opportunity for an experienced Paraplanner who has progressed into a team leader, mentoring or management position and is looking for a role with genuine responsibility for people, performance and technical quality.
The role involves leading a team of approximately 16 Paraplanners across multiple locations, with the majority based in Bristol. You will be responsible for coaching and developing the team, managing workloads and ensuring high standards of quality and service are maintained. Importantly, this is a hands-on leadership role, so a strong Paraplanning background is essential. You will be expected to provide technical guidance and step in to support the team with Paraplanning when required, including during periods of annual leave and sickness.
Key responsibilities include:
- Leading, coaching and developing a team of Paraplanners
- Managing workloads, capacity and resource
- Providing technical support and guidance
- Overseeing quality and ensuring high standards are maintained
- Supporting more complex Paraplanning work when required
- Working closely with Financial Planners and wider teams
- Identifying opportunities to improve processes and ways of working
We are looking for:
- Strong previous Paraplanning experience
- Experience mentoring, leading or managing a team
- Strong technical knowledge of financial planning
- Excellent communication and organisational skills
- A proactive approach with strong attention to detail
- Ideally, Level 4 financial planning qualifications or equivalent
What's on offer?
- Salary up to £65,000
- Hybrid working from Bristol
- Discretionary bonus
- Excellent benefits package
- Excellent opportunities for development and progression
Paraplanner Team Leader employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
