Paraplanning Team Leader

Salary: £50,000-£55,000

Reports to:

Paraplanner Manager

Location:

Farnborough/Remote

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.

• 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.

• 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.

• 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.

• 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).

• Private Medical Insurance (self cover)
• Income Protection (75% salary for 3 years)
• Life Assurance (4x salary)
• Critical Illness (£50,000 lump sum)
• Pension (6%)