Senior Paraplanning Team Lead: Research & Wealth Planning
Listed on 2026-10-02
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Finance & Banking
Accounting & Finance, Financial Analyst, Financial Reporting, Wealth Management
JJ SEARCH LIMITED is seeking a Paraplanning Team Leader in the United Kingdom to actively manage a team of paraplanners supporting Wealth Planners. You will oversee research on a full range of financial planning products and services, and prepare client-centric suitability reports in line with our compliance framework.
The role requires senior paraplanning experience with team leadership, strong knowledge of investments, pensions and protection, and proficiency in XPlan and cashflow planning
Join us at JJ SEARCH LIMITED as our next Senior Paraplanning Team Lead:
Research & Wealth Planning in England, United Kingdom.
The position is based in England, United Kingdom.
This opportunity is part of our work in Human Resources, Management & Operations.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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