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Head of Paraplanning


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Salary £45000 - £50000

Recruiter Managing This Role

We are working with an established wealth management firm based in Gloucester, who is seeking a Head of Paraplanning join their growing team. You will be managing a small team of Paraplanners with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough understanding of Paraplanning. You will need to be diploma qualified as a minimum, but ideally Chartered or working towards this.

Responsibilities and Experience:


  • A qualified and experienced paraplanner, preferably with experience working in an independent firm.
  • Must be level 4 qualified as a minimum, but ideally close to or at Chartered status with a mindset of continuous development.
  • Responsible for training and mentorship of members of the Paraplanning team.
  • Previous management experience preferable but not essential, if you have the Paraplanning experience and feel you have the right skills to manage a team get in touch.
  • Have the ability to manage and allocate workflow, working with Head of Administration and Advisers to coordinate caseflow.
  • Strong IT skills with the knowledge and ability to use third party tools as part of conducting research.
  • The individual will assist with case and compliance checks and assist with the implementation of legislative and regulatory changes within the firm.
  • Must have an ‘egoless’ approach to work with advisers in the best interests of the client. Somebody with a client first view of advice.
  • Driver of change to research and advice processes and implementation of new processes.
  • Solution focussed 
  • Conducting appraisals and HR requirements for Paraplanning team members
  • Recruitment of new members to the Paraplanning team
  • Must be office based for Training and Membership of the team. Hybrid working to be discussed but minimum of 3 days a week in the office required.
What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Paraplanning Team Leader, Paraplanning Manager, Head of Technical Support, Financial Planning Manager, Paraplanning Lead, Senior Paraplanner

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Application For Head of Paraplanning