Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a high-performing paraplanning team and ensure compliance with client needs.
- Company: Join a dynamic financial services firm with a focus on growth and development.
- Benefits: Enjoy private medical insurance, income protection, life assurance, and a solid pension plan.
- Other info: Flexible remote work with only one office day per quarter.
- Why this job: Make a real impact by mentoring others and driving process improvements in a supportive environment.
- Qualifications: Experience in paraplanning and leadership, with a Level 4 Diploma in Financial Planning.
The predicted salary is between 50000 - 52000 £ per year.
Salary: £50,000-£52,000
Reports to: Paraplanner Manager
Location: Farnborough/Remote (1 day in the office per quarter)
About the Role
Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of a high-performing paraplanning team. You will play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers.
Key Responsibilities
- Leadership & Team Management (Approx. 60%)
- Oversee daily workflow, ensuring timely case progression and effective case distribution.
- Monitor and report on team performance, supporting individuals to meet their targets.
- Mentor and support new starters and trainees to reach competency within agreed timelines.
- Deliver technical training and peer reviews to maintain high standards.
- Identify and drive process improvements, contributing to wider change initiatives.
- Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit).
- Act as a role model for best practice, deputising for the Paraplanner Manager when needed.
- Review fact finds to ensure client needs are accurately captured and documented.
- Conduct thorough analysis using tools such as TVAS and annuity break-even analysis.
- Prepare high-quality, compliant draft suitability reports for adviser approval.
- Liaise with advisers and providers to gather information and clarify advice requirements.
- Work closely with the Business Quality Unit to ensure report accuracy and compliance.
Skills & Experience
- Strong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year).
- Previous experience within an IFA environment is essential.
- Proven leadership, mentoring or training experience.
- Strong communication, analytical, and interpersonal skills.
Knowledge & Qualifications
- In-depth knowledge of pensions, especially DB transfers.
- Solid understanding of FCA regulations, KYC, and suitability requirements.
- Familiarity with whole-of-market financial products and providers.
- Level 4 Diploma in Financial Planning (essential).
- Working towards Chartered status (desirable).
Benefits
- Private Medical Insurance (self cover)
- Income Protection (75% salary for 3 years)
- Life Assurance (4x salary)
- Critical Illness (£50,000 lump sum)
- Pension (6%)
Locations
Paraplanning Team Leader in Farnborough, Hampshire employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team Leader in Farnborough, Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Paraplanning Team Leader role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your leadership skills and technical knowledge. Be ready to discuss how you've mentored others and improved processes in your previous roles. We want to see that you can inspire a team while delivering top-notch paraplanning!
✨Tip Number 3
Showcase your expertise! Bring along examples of your work, like suitability reports or case studies, to demonstrate your analytical skills and compliance knowledge. This will help us see how you can contribute to our high standards right from the get-go.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect with us directly!
We think you need these skills to ace Paraplanning Team Leader in Farnborough, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership and paraplanning expertise, especially any experience with Defined Benefit advice report writing. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for the Paraplanning Team Leader role. Share specific examples of your leadership style and how you've helped others succeed in their careers.
Showcase Your Technical Skills: Since this role involves technical delivery, make sure to mention your familiarity with tools like TVAS and your understanding of FCA regulations. We love seeing candidates who can blend technical know-how with leadership!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter family!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around Defined Benefit advice and FCA regulations. Being able to discuss these topics confidently will show that you're not just a leader but also a technical expert.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led a team or mentored others in the past. Think about specific situations where you improved team performance or helped someone grow in their role. This will demonstrate your capability to inspire and manage a high-performing team.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Be ready to explain how your leadership style aligns with their approach. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing projects, or future goals of the paraplanning department. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.