Paraplanner Manager

Paraplanner Team Leader

Bath, hybrid

Up to £50,000

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.

As the Paraplanner Team Leader based in Bath, you’ll play a key role in supporting 2 other paraplanners and the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives.

Benefits:

• Up to £50,000, negotiable
• Hours:
  
  9am to 5pm (Part-time applicants welcome)
• Hybrid working
• Pension contribution
• PMI
• DIS
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to advance towards other positions as the company grows.

To be considered for this paraplanner leader position:

• Level 4 Diploma qualified or working towards - CISI/ CII/ LIBF
• Paraplanning experience within an advisory or wealth management environment.
• Excellent understanding of financial products
• Strong analytical, organisational, and written communication skills.
• Experience in mentoring and supporting colleagues

Apply today to be considered for this Paraplanner Leader 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:
Team Leader, Manager, Senior Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support