Paraplanning Team Leader

South West (Ideally Bristol-based – occasional office visits required)

Hybrid / Predominantly Remote (just a few office days per month)

Up to £55,000 + 10% Bonus

Lead, Shape & Elevate a Growing Paraplanning Function

Are you an experienced paraplanner ready to step into leadership — or an established Team Leader looking for a bigger platform?

This is a fantastic opportunity to join a growing, forward-thinking financial planning business where paraplanning is seen as a critical driver of client outcomes and technical excellence.

With the team expanding from 7 to 12 paraplanners, you’ll play a key role in shaping the function, developing talent, and driving high standards across the board.

Why This Role Stands Out

Predominantly remote – flexibility built into your role

Opportunity to lead and scale a growing team

Be genuinely influential in process improvement & strategy

Work in a business where paraplanning is highly valued, not just a support function

Strong benefits and bonus structure

The Role

You’ll take ownership of the day-to-day leadership of the paraplanning team, ensuring the delivery of high-quality, compliant, and timely technical support to advisers and clients.

This is a hands-on leadership role — combining people management, technical oversight, and operational improvement.

Key Responsibilities

Leadership & Team Development

• Lead, mentor, and develop a growing team of paraplanners
• Support onboarding and training of new hires as the team scales
• Foster a high-performing, collaborative culture

Operational Oversight

• Ensure delivery of accurate suitability reports and technical work within SLA.docx&action=default&mobileredirect=true)
• Monitor workloads, productivity, and quality across the team
• Act as a key escalation point for complex cases

Technical & Compliance Excellence

• Ensure all work meets regulatory standards and Consumer Duty requirements.docx&action=default&mobileredirect=true) [JD - Parap...ader (002) | Word]
• Provide guidance on complex financial planning scenarios
• Maintain consistently high levels of technical accuracy

Continuous Improvement

• Identify and deliver process improvements and efficiencies
• Enhance workflows and leverage technology to improve output
• Contribute to wider business and departmental initiatives

Stakeholder Collaboration

• Work closely with advisers, compliance, and leadership teams
• Support the delivery of excellent client outcomes across the business

What We’re Looking For

Level 4 Diploma in Financial Planning (essential).docx&action=default&mobileredirect=true)

Strong experience within paraplanning (senior level or leadership)

Excellent technical knowledge across pensions, investments & protection

Proven ability to coach, mentor, and develop others

Strong understanding of compliance and suitability standards

A proactive mindset with a passion for improving processes and outcomes [JD - Parap...ader (002) | Word]

Benefits

• Salary up to £55,000 + 10% bonus
• Hybrid working (predominantly remote)
• Matched pension up to 5%
• Death in Service – 4x salary
• PHI & subsidised private medical (BUPA)
• 25 days holiday + bank holidays
• Long service awards
• Giving back day
• Cycle to work scheme

Ready to Lead a Growing Team?

If you’re looking for a role where you can make a real impact, lead from the front, and shape the future of a paraplanning function, this is one not to miss.