At a Glance
- Tasks: Lead a team of paraplanners and produce high-quality technical advice.
- Company: Join a growing financial planning firm that values technical excellence.
- Benefits: Competitive salary, hybrid working, and long-term career development.
- Other info: Opportunity for senior exposure and involvement in investment governance.
- Why this job: Shape processes and mentor talent while influencing investment decisions.
- Qualifications: Level 4 Diploma in Financial Planning and strong technical knowledge required.
The predicted salary is between 45000 - 50000 £ per year.
This job is a rare opportunity for an experienced paraplanner to step into a leadership role where technical expertise and strategic input genuinely matter. As a Technical Paraplanner Team Leader, you will play a central role in supporting advisers by producing high-quality technical advice and leading a developing paraplanning function.
This position is suited to someone who enjoys complex planning work but also wants influence, visibility and progression beyond a purely technical remit. In this role, you will oversee a team of less experienced paraplanners, acting as a technical reference point while improving consistency, standards and workflows. You will also be heavily involved in the ongoing maintenance of the firm's Central Investment Proposition and sit on the investment committee, contributing to investment governance and decision making.
This role offers genuine long-term progression, with the chance to shape processes, mentor talent and become a trusted internal voice on technical and investment matters within a growing advice business.
Requirements:- Level 4 Diploma in Financial Planning is essential
- Strong technical knowledge across pensions, investments, protection and estate planning is essential
- Previous experience as a senior or technical paraplanner is essential
- Experience leading or mentoring paraplanners is desirable
- Experience contributing to a Central Investment Proposition or investment governance is desirable
You will be joining a well-established and growing financial planning firm with a strong technical culture and a clear focus on delivering high-quality advice. The business places real value on technical excellence, collaboration and internal progression.
Benefits:- Salary between £45,000 and £50,000
- Hybrid working available
- Senior technical and leadership exposure
- Involvement in investment committee and CIP
- Long-term career development within the business
This role is open to candidates based within reasonable commuting distance of Castle Bromwich. If you are an experienced paraplanner looking for a Technical Paraplanning Team Leader job that offers influence, progression and variety, please apply to find out more.
Paraplanner Team Leader in Birmingham employer: Premier Jobs UK Limited
Join a well-established financial planning firm in Castle Bromwich that prioritises technical excellence and collaboration. As a Paraplanner Team Leader, you will benefit from a supportive work culture that values employee growth, offering long-term career development opportunities and the chance to shape processes while mentoring a talented team. With a competitive salary and hybrid working options, this role provides a unique opportunity to influence high-quality advice and investment governance within a dynamic environment.
