Paraplanning Team Leader
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Paraplanning Team Leader
Salary: £50,000-£55,000
Reports to: Paraplanner Manager
Location: Farnborough/Remote
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’ll 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.
Paraplanning & Technical Delivery (Approx. 40%)
- 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%)
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