This Paraplanner Team Leader job in Hampshire offers a fantastic opportunity for an experienced Paraplanner who wants to combine technical expertise with day-to-day team leadership in a professional and supportive environment. In this Paraplanner Team Leader job, you will work closely with the Paraplanner Manager to oversee the smooth running of the paraplanning function while remaining hands on with complex client work. The role is split broadly 60% leadership and 40% paraplanning, allowing you to lead by example. As Paraplanner Team Leader, you will manage workloads and pipelines, support and mentor Trainee and Junior Paraplanners, and maintain strong quality and suitability standards across the team. Alongside this, you will continue to carry out paraplanning duties, including reviewing fact finds, challenging advisers where appropriate, undertaking detailed research and producing draft suitability reports. The Paraplanner Team Leader job involves working on holistic financial planning cases, with a strong focus on pensions and complex advice. This Paraplanner Team Leader job will suit someone who enjoys developing people, maintaining high technical standards and playing a key role in the ongoing success of a paraplanning team Paraplanner Team Leader Requirements
Essential: Diploma in Financial Planning Level 4 or equivalent Essential: Strong paraplanning experience within an IFA or wealth management environment Essential: Experience with pensions, including defined benefit schemes Essential: Proven experience mentoring, developing or overseeing paraplanners Desirable: Working towards Chartered status or holding additional technical qualifications The Company
You will be joining a well established and highly regarded financial planning firm with a strong reputation for quality advice, professional standards and long term career development. Paraplanner Team Leader Benefits
Salary £50,000 to £55,000 depending on experience Hybrid working arrangement 25 days holiday plus
Paraplanner Team Leader in London employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
