Head of Paraplanning

JR United Kingdom; Bristol; On-site; GBP 45,000 - 50,000; Full time

Job summary

This innovative firm is seeking an experienced Paraplanner ready to take on a senior leadership role. You will oversee operational workflows, ensuring efficiency and compliance while preparing high-quality suitability reports. If you're a detail-oriented, tech-savvy professional with a knack for process improvement and a passion for collaboration, this is your chance to make a significant impact. Join a dynamic team that values excellence and offers a flexible work environment tailored to your needs. Embrace this exciting opportunity to advance your career in a supportive atmosphere where your contributions truly matter.

Qualifications

• 3+ years of experience as a paraplanner with ambition for leadership.
• Strong attention to detail and organizational skills.

Responsibilities

• Lead operational workflows ensuring efficient case management.
• Prepare high-quality suitability reports for investments and pensions.
• Conduct compliance checks and maintain accurate client records.

Skills

Detail-Oriented

Organizational Skills

Problem Solving

Leadership

Communication

Tech-Savvy

Education

DipPFS Level 4 Qualification

Tools

Outlook

CRM Systems

Concert

Wealthbox

Dynamics 365

Job description

Salary: £45,000 to £50,000 dependent on experience, plus a discretionary annual bonus and benefits.

Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role? This is your opportunity. You must be DipPFS Level 4 qualified.

Key Responsibilities of the Head of Paraplanning:

• Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
• Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.
• Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
• Document & Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.
• Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
• CRM & Workflow Management: Maintain accurate client records and case notes in Concert, Wealthbox, and Dynamics 365.
• Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.

What our client is looking for:

• Experienced & Ambitious: 3+ years as a paraplanner, with the drive to step into a more senior, leadership-oriented role.
• Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
• Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
• Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.
• Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
• Make an Impact: You won’t just support advisers—you’ll drive the transformation of their operations.
• Flexible: Enjoy a work environment that adapts to your needs.
• Collaborative Culture: Work alongside a team committed to delivering excellence.

If you are a Paraplanner looking for your next new exciting opportunity then please contact Marie McDermott at [email protected]