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About the role
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
This role is split into two core areas
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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