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Head of Paraplanning

2 weeks ago

Winchester, Hampshire, United Kingdom Eden Rose Full time

**Head of Paraplanning

Remote (with travel to regional offices as required)
£50,000 – £60,000**
A growing, client-focused wealth management group that prides itself on delivering personalised financial planning. The advisers and paraplanners work collaboratively to help clients achieve their life goals through clear, ethical, and technically robust financial advice.

The Opportunity
We're seeking an experienced and motivated Head of Paraplanning to lead and develop our national paraplanning function. You'll oversee a talented team of 12–14 paraplanners working across multiple offices, ensuring consistency, technical excellence, and efficiency in all aspects of financial plan delivery.

This is a remote position, but you'll be expected to visit our offices periodically to support your team, build relationships, and drive collaboration across the business.

To Be Considered, For This Head Of Paraplanning Position

  • Level 4 Diploma qualified (minimum); Chartered status desirable.
  • Previous management or team leadership experience in a financial advice or wealth management environment.
  • Strong understanding of FCA regulations and suitability requirements.
  • Excellent communication, coaching, and people management skills.
  • Willingness to travel to offices across the UK when needed.

Benefits

  • £50,000 – £60,000
  • Remote working
  • Flexibility and autonomy
  • Pension
  • PMI
  • DIS
  • Opportunity to shape and grow the paraplanning function across a leading national firm.
  • Ongoing professional development opportunities, including support toward Chartered status.

Apply today
to be considered for this Head of Paraplanning opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

Job Synonyms: Senior Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Team Leader, Paraplanning Manager