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