Paraplanner Team Manager

Paraplanning Team Leader

An exciting opportunity has arisen for an experienced Paraplanning Team Leader to join a growing financial planning business during a period of significant expansion.

Leading a team of approximately 16 Paraplanners across Bristol, Cardiff and Truro
, you will be responsible for driving productivity, maintaining exceptional quality standards, and supporting the ongoing development of the paraplanning function.

This role is ideal for a technically strong Paraplanner with previous leadership, mentoring, supervisory or management experience who is passionate about developing people and creating high-performing teams.

• Lead, mentor and develop a multi-site team of Paraplanners.
• Conduct regular one-to-ones, performance reviews and development plans.
• Manage workload allocation, capacity planning and resource management.
• Drive productivity, efficiency and continuous improvement initiatives.
• Ensure high standards of paraplanning output and report quality.
• Act as an escalation point for complex technical queries.
• Monitor performance through MI and identify opportunities for improvement.
• Build strong relationships with Financial Planners, Client Support teams and key stakeholders.
• Ensure compliance with FCA requirements and internal processes.

• Previous experience within a Paraplanning role.
• Proven leadership, mentoring, team lead or management experience.
• Level 4 Diploma in Financial Planning (or equivalent).
• Strong technical financial planning knowledge.
• Excellent communication and stakeholder management skills.
• Ability to motivate, coach and develop others.
• Organised, proactive and commercially minded.

Ideally based within commuting distance of Bristol
, attending the office 2-3 days per week. Applications from Cardiff-based candidates are also welcomed, with an expectation of regular travel between offices.

• Up to £65,000 basic salary
• Discretionary bonus
• Hybrid working
• Private Medical Insurance
• Generous pension scheme
• 25 days holiday plus bank holidays
• Holiday buy and sell scheme
• Life assurance
• Health cash plan
• Employee Assistance Programme
• Flexible benefits package
• Ongoing professional development

This is an excellent opportunity for an experienced Paraplanner or Paraplanning Manager to play a key leadership role within a growing wealth management business, driving team performance, quality and development across a multi-site operation.