Head of Paraplanning

North Oak Recruitment; East Midlands; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment agency is seeking a Head of Paraplanning to lead a high-performing team in a forward-thinking wealth management firm. This role involves strategic leadership and operational oversight of the paraplanning department. Ideal candidates are Diploma Level 4 qualified, with strong technical expertise in financial planning tools. The job offers a competitive salary, benefits, and the option to work from home one day a week after probation.

Benefits

Competitive salary

Option to work from home one day per week

Free onsite parking

Qualifications

• Proven experience in team leadership or supervisory roles.
• Paraplanning experience is essential.
• Knowledge of regulatory, product, and technical changes.

Responsibilities

• Lead and manage the paraplanning team and outsourced support.
• Produce compliant suitability reports and technical research.
• Conduct staff training, mentoring, and performance reviews.

Skills

Team leadership

Technical knowledge of financial products

Proficiency in FE Analytics

Excellent organizational skills

Education

Diploma Level 4 qualified

Tools

Cashcalc

SharePoint

Microsoft Office

Job description

Head of Paraplanning

South Leicestershire (Our Ref AL1385)

Competitive salary + excellent benefits

My client is a forward-thinking IFA / Wealth Management company and if you are ready to lead a high-performing team and make a real impact then this could be your next role. They are looking for a dynamic and experienced Paraplanning Team Leader to provide strategic leadership and operational oversight to their paraplanning department. This role is ideal for a qualified professional with strong technical expertise and a passion for team development and process improvement.

Head of Paraplanning - Key Responsibilities:

Department Leadership

• Lead and manage the paraplanning team and outsourced support.
• Drive departmental strategy, process improvement, and quality assurance.
• Oversee workload distribution, workflow prioritisation, and case deadlines.
• Represent the department in company-wide meetings and initiatives.
• Conduct staff training, mentoring, and performance reviews.
• Manage recruitment, feedback, and development planning.

Paraplanning Responsibilities

• Produce compliant suitability reports and technical research.
• Support financial advisers throughout the advice process.
• Maintain accurate and compliant client records.
• Stay up to date with regulatory, product, and technical changes.
• Respond to technical queries from consultants and clients.

Ideal Candidate

• Diploma Level 4 qualified (or working towards).
• Proven experience in team leadership or supervisory roles.
• Strong technical knowledge of financial products and planning tools.
• Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office.
• Paraplanning experience.
• Highly organised, self-motivated, and adaptable to change.
• Committed to maintaining high quality standards of accuracy and continuous improvement.

In return they offer

• Competitive salary, dependent on experience and financial services qualifications, plus benefits.
• Full-time hours, Monday to Friday, 9am to 5pm (37.5 hours per week)
• The option to work from home for one day per week, is available after successful completion of the 6-month probationary period.
• Modern offices based in Leicestershire with free onsite parking.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.