Paraplanner Team Leader

Description:

Technical Team Leader (Paraplanning)

Location: Hybrid / Flexible Working Available
Salary: Competitive + Benefits

The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business.

This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function.
Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support.

Key Responsibilities:
 
Team Leadership & Development

Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices.
Conduct regular performance reviews, coaching sessions, and development planning.
Support the ongoing professional growth and technical competence of team members.
Promote a positive, collaborative, and high-performing team culture.
Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management
Manage the allocation and prioritisation of technical and paraplanning workloads.
Ensure service levels, deadlines, and quality standards are consistently achieved.
Monitor team capacity and resource planning to support business demands.
Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight
Oversee the preparation and review of financial planning reports and recommendations.
Ensure suitability reports are accurate, compliant, and aligned with client objectives.
Review complex cases involving:
Investments
Pensions and retirement planning
Protection
Tax planning
Inheritance Tax (IHT)
Capital Gains Tax (CGT)
Trust and estate planning considerations
Support advisers with technical research, cashflow modelling, and solution design.
Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution
Identify and implement process improvements to enhance efficiency and service delivery.
Maintain and develop technical templates, tools, and procedures.
Collaborate with leadership, compliance, and operations teams on strategic initiatives.
Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance
Ensure all work produced meets regulatory requirements and internal quality standards.
Maintain robust oversight of report quality and documentation standards.
Stay up to date with industry developments, legislation, and regulatory changes.
Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting
Produce and analyse management information relating to team performance and workflow.
Monitor key service metrics and identify opportunities for improvement.
Provide regular updates and insights to senior management. Desirable
Diploma in Financial Planning (Level 4) or equivalent.
Experience in a Paraplanning Team Leader or Technical Manager role.
Knowledge of cashflow modelling software.
Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms.
Experience contributing to operational and strategic business initiatives. What's on Offer
Opportunity to lead and develop an established technical team.
Blend of leadership responsibilities and hands-on technical work.
Strong support from senior leadership and wider business functions.
Flexible and hybrid working arrangements.
Professional development and career progression opportunities.
Competitive salary and benefits package.
Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business