Head Of Paraplanning

7 days ago


London, Greater London, United Kingdom Freedom Recruitment Capital Full time

Head of Paraplanning - London

Salary: Up to £80,000 (DOE) + excellent benefits

Location: London

Hybrid working available

Are you a Chartered (or near Chartered) Paraplanner with leadership experience and a passion for delivering high-quality, independent financial advice? Do you want to play a key role in shaping the paraplanning function of a highly respected Chartered, fee-based, independent wealth management firm? If so, this Head of Paraplanning opportunity could be the perfect next step in your career

Why You'll Love This Role
  1. Autonomy & Influence - Your opinions and expertise will be valued, heard, and acted upon
  2. Client-Facing & Strategic - Not just report writing You'll manage relationships, drive efficiencies, and contribute to investment strategy
  3. Leadership & Mentorship - Oversee and develop a team of paraplanners, including mentoring graduates through an internal trainee program
  4. Fast-Paced & Dynamic - Thrive in an ambitious and professional environment where adaptability and problem-solving are key
Your Role & Responsibilities
  1. Lead and manage the paraplanning team, delegating workload effectively
  2. Oversee research, investment solutions, and cashflow forecasting to produce high-quality suitability reports
  3. Act as the key liaison between paraplanning, administration, and senior management teams
  4. Participate in Investment Committee meetings and help manage the firm's central investment proposition
  5. Deliver technical expertise to advisers and keep the team updated on industry changes and regulatory developments
  6. Identify and implement process improvements to enhance efficiency and performance
  7. Conduct whole-of-market research on platforms, SIPPs, and funds
What We're Looking For
  1. At least 4 years of paraplanning experience, with leadership exposure in an IFA firm
  2. Chartered (or close to Chartered) qualification via CII preferred
  3. Strong technical knowledge across pensions, investments, and estate planning
  4. Experience using FE Analytics, Voyant, CashCalc, and Xplan
  5. A confident leader who thrives in a fast-moving, high-performance environment
  6. A proactive problem solver with excellent communication and organisational skills
The Benefits
  1. Generous holiday entitlement
  2. Salary sacrifice options
  3. Income protection & death in service
  4. A supportive, collaborative team environment with career growth opportunities

This is a rare opportunity to lead and shape the paraplanning function of a respected wealth management firm. If you're looking for a role where your expertise is valued and you can truly make an impact, we'd love to hear from you Apply today or reach out for a confidential chat.

#J-18808-Ljbffr

  • London, Greater London, United Kingdom Freedom Recruitment Capital Full time

    Head of Paraplanning - London Salary: Up to £80,000 (DOE) + excellent benefits Location: London Hybrid working availableAre you a Chartered (or near Chartered) Paraplanner with leadership experience and a passion for delivering high-quality, independent financial advice? Do you want to play a key role in shaping the paraplanning function of a highly...


  • London, Greater London, United Kingdom IDEX Consulting Full time

    An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions.Ideally, you will be an experienced Paraplanning manager / lead who is seeking an opportunity to further...

  • Head of Paraplanning

    3 weeks ago


    London, Greater London, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates are proud to be working with one of the fastest growing wealth planning companies in the UK who have a clear objective of being one of the leading players in industry within the next few years. As part of their ongoing expansion they are seeking an experienced Paraplanning Leader to oversee paraplanning nationally. You will have...


  • London, Greater London, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:Client:Location:London, United KingdomJob Category:FinanceEU work permit required:YesJob Reference:bdd2d30bcbbbJob Views:107Posted:14.03.2025Expiry Date:28.04.2025Job Description:Investment Administrator - LondonOur client is looking for a new Investment Administrator in this London/hybrid working role.Key...

  • Head of Facilities

    3 weeks ago


    London, Greater London, United Kingdom ROYAL COLLEGE OF PSYCHIATRISTS Full time

    Head of Facilities £67,279 - £75,141 pa, plus excellent benefits London Permanent The Head of Facilities at the Royal College of Psychiatrists offers a unique and exciting opportunity to blend strategic leadership and operational facilities management. The role will be responsible for overseeing our London headquarters and UK offices, ensuring our sites...

  • Head of Facilities

    3 weeks ago


    London, Greater London, United Kingdom ROYAL COLLEGE OF PSYCHIATRISTS Full time

    Head of Facilities £67,279 - £75,141 pa, plus excellent benefits London Permanent The Head of Facilities at the Royal College of Psychiatrists offers a unique and exciting opportunity to blend strategic leadership and operational facilities management. The role will be responsible for overseeing our London headquarters and UK offices, ensuring our sites...

  • Head of History

    2 days ago


    London, Greater London, United Kingdom Independent Association of Prep Schools Full time

    We are currently seeking to fill the position of Head of History.DetailRequired for: September 2025Location: Vincent Square - Westminster Under SchoolContract: full-time, permanentSalary: Westminster Under School has its own salary scale, and new members of staff are placed at a point relevant to their qualifications and experience. Details of salary will be...

  • Head of Facilities

    2 weeks ago


    London, Greater London, United Kingdom Royal College of Psychiatrists Full time

    The Head of Facilities at the Royal College of Psychiatrists offers a unique and exciting opportunity to blend strategic leadership and operational facilities management. The role will be responsible for overseeing our London headquarters and UK offices, ensuring our sites remain safe, efficient, and aligned with the College's goals. The main...

  • Head of Admissions

    16 hours ago


    London, Greater London, United Kingdom Institute Of IT Trainings Full time

    Head of AdmissionsRequired as soon as possible37.5 hours per weekCompetitive SalaryCity of London Freemen's School has been a thriving independent co-educational day and boarding school for the last 150 years, and we are now more popular than ever. Do you want to help us recruit students and raise its profile?We are looking for an excellent Head of...

  • Head of Cards

    3 weeks ago


    London, Greater London, United Kingdom Insignia Group of Companies Full time

    Head of Cards - Financial ServicesOur organisation is seeking a dynamic and results-driven Head of Cards to lead the growth and innovation of our card products. In this leadership role, you will drive product development, enhance customer experiences, and expand our card portfolio. You'll work closely with cross-functional teams and external partners to...

  • Head of Europe

    16 hours ago


    London, Greater London, United Kingdom ASVA: Association of Scottish Visitor Attractions Full time

    Head of Europe (whisky and spirits sector)Location: RemoteHEAD OF EUROPE: a new senior leadership role, responsible for the overall strategy and leadership of our European business.Ian Macleod Distillers Ltd… 'An international, entrepreneurial, brand-led, successful, sustainable and respected, family business'.We appreciate and value your interest in this...

  • Deputy Head

    2 weeks ago


    London, Greater London, United Kingdom HOUSE OF COMMONS-3 Full time

    UK ParliamentWorking at the UK Parliament offers a unique and rewarding career at the heart of the UK's democratic system.With a wide range of roles available, our impartial colleagues enable the day to day running of the House of Commons, House of Lords and Joint Departments. Together, we make Parliament happen. More information on what it's like to work at...

  • Deputy Head

    1 week ago


    London, Greater London, United Kingdom HOUSE OF COMMONS-3 Full time

    UK Parliament Working at the UK Parliament offers a unique and rewarding career at the heart of the UK's democratic system. With a wide range of roles available, our impartial colleagues enable the day to day running of the House of Commons, House of Lords and Joint Departments. Together, we make Parliament happen. More information on what it's like to work...

  • Head of Product

    8 hours ago


    London, Greater London, United Kingdom UNIVERSITY OF THE ARTS Full time

    The Head of Product role is an exciting new leadership tier within the Digital & Technology Senior Management Team, which will enable us to move away from a technology-first approach, to building the design, development, and delivery of services around our users and their needs.As Head of Product: Digital Public Platforms, you will work in partnership with a...

  • Head of Digitisation

    3 weeks ago


    London, Greater London, United Kingdom SOAS, University of London Full time

    Job title: Head of DigitisationDepartment: Digitisation Centre, Library ServicesContract Type: PermanentGrade: 8Salary: £51,248.57 - £60,268.57 per anum inclusive of London AllowanceLocation: Bloomsbury, LondonHours: Full time, 35 hours per weekSOAS University of London is the leading Higher Education institution in Europe specialising in the study of...

  • Head of Corporate Risk

    16 hours ago


    London, Greater London, United Kingdom House of Commons Full time

    Job summaryHouse of CommonsThe House of Commons auniqueand exciting place to work right at the heart of the UK's thriving democratic system.Behind the scenes, the House of Commons Service is made up of more than 3,000 employees who support and facilitate the smooth day to day running of the House. They provide professional services to Membersof...

  • Head of Operations

    20 hours ago


    London, Greater London, United Kingdom Royal College of Nursing Full time

    Management | RCN Bury St Edmunds Office with hybrid working | £79,482Contract type: PermanentHead of Operations - RCN Eastern RegionLocation: Bury St Edmunds Office with hybrid working35 hours per week, PermanentSalary range: £79,482 - £89,238 per annum*There is more to the RCN than you might think. We're a trade union with a membership of over half a...

  • Head of Digitisation

    3 weeks ago


    London, Greater London, United Kingdom SOAS, University of London Full time

    Job title: Head of DigitisationIf you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Department: Digitisation Centre, Library ServicesContract Type: PermanentGrade: 8Salary: £51,248.57 - £60,268.57 per annum inclusive of London AllowanceLocation: Bloomsbury, LondonHours: Full...


  • London, Greater London, United Kingdom Confederation of Service Charities Full time

    You are here: Home / News / News / Forces Pension Society – Head of PensionsForces Pension Society – Head of PensionsAre you a capable manager and leader? Are you familiar with the various Armed Forces Pension Schemes or have a background in Armed Forces pay and remuneration issues? This could be the job for youAbout the SocietyThe Forces Pension Society...

  • Head of Digitisation

    3 weeks ago


    London, Greater London, United Kingdom SOAS, University of London Full time

    Job title: Head of DigitisationDepartment: Digitisation Centre, Library ServicesContract Type: PermanentGrade: 8Salary: £51,248.57 - £60,268.57 per annum inclusive of London AllowanceLocation: Bloomsbury, LondonHours: Full time, 35 hours per weekSOAS University of London is the leading Higher Education institution in Europe specialising in the study of...