Paraplanner Team Leader

About the Role

Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.

Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes.

The Role

This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing.

The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.

Key Responsibilities

• Assist financial advisers in preparing:
  • Suitability reports
  • Financial recommendations
• Conduct research across pensions, investments, protection, and retirement planning
• Maintain accurate and compliant client records across internal systems and provider platforms
• Ensure all client files meet regulatory and compliance standards
• Support administration tasks relating to new business submissions
  • Client onboarding
  • Ongoing servicing and reviews
• Action client-related transactions (e.g. contributions, withdrawals, fund switches)
• Collaborate with advisers and the wider team to deliver a seamless client experience
• Monitor provider updates and regulatory changes relevant to recommendations
• Develop technical knowledge of financial planning products and advice processes
• Leading a team of 5 (this team will grow)

Requirements (Essential)

• You will have experience within a paraplanning role whilst being a seasoned people manager
• Strong understanding of financial services processes and client life cycle
• Solid administrative background with excellent organisational skills
• High level of attention to detail and accuracy
• Strong written communication skills, particularly for report preparation
• Ability to work independently in a remote environment
• Strong time management skills with the ability to prioritise workload

Desirable Skills & Experience

• Experience using financial planning or workflow systems

Personal Attributes

• Self-motivated and proactive
• Resilient and able to manage busy periods (e.g. tax year-end)
• Comfortable working in a structured yet autonomous environment
• Eager to learn and develop within financial services

Working Pattern & Environment Fully remote working model

• Occasional travel to Sheffield is required for team meetings, training, and collaboration.
• Structured workflow system with task allocation based on complexity and timelines
• Regular team development sessions, including technical and process training

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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