Paraplanner Team Leader
Job in
Farnborough, Hampshire County, OX17, England, UK
Listed on 2026-10-20
Listing for:
Premier Jobs UK
Full Time
position Listed on 2026-10-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Compliance, Accounting & Finance
Job Description & How to Apply Below
In this Paraplanner Team Leader job, you will work closely with the Paraplanner Manager to oversee the smooth running of the paraplanning function while remaining hands on with complex client work. The role is split broadly 60% leadership and 40% paraplanning, allowing you to lead by example.
As Paraplanner Team Leader, you will manage workloads and pipelines, support and mentor Trainee and Junior Paraplanners, and maintain strong quality and suitability standards across the team. Alongside this, you will continue to carry out paraplanning duties, including reviewing fact finds, challenging advisers where appropriate, undertaking detailed research and producing draft suitability reports. The Paraplanner Team Leader job involves working on holistic financial planning cases, with a strong focus on pensions and complex advice.
This Paraplanner Team Leader job will suit someone who enjoys developing people, maintaining high technical standards and playing a key role in the ongoing success of a paraplanning team
Paraplanner Team Leader Requirements
* Essential:
Diploma in Financial Planning Level 4 or equivalent
* Essential:
Strong paraplanning experience within an IFA or wealth management environment
* Essential:
Experience with pensions, including defined benefit schemes
* Essential:
Proven experience mentoring, developing or overseeing paraplanners
* Desirable:
Working towards Chartered status or holding additional technical qualifications
The Company
You will be joining a well established and highly regarded financial planning firm with a strong reputation for quality advice, professional standards and long term career development.
Paraplanner Team Leader Benefits
* Salary £50,000 to £55,000 depending on experience
* Hybrid working arrangement
* 25 days holiday plus bank holidays
* Employer pension contribution
* Private Medical Insurance
* Life assurance and income protection
* Additional company benefits
Location
This Paraplanner Team Leader job is based in Farnborough with hybrid working. Office attendance is currently expected around once per week, with flexibility to reduce this to once per month over time. Increased office presence will be required during the initial onboarding period. Candidates should be within a reasonable commuting distanc
To apply for this Paraplanner Team Leader job, please click Apply or contact Premier Jobs UK for further details.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Additional Information / Benefits
depending on experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×