Head of Paraplanning

IDEX Consulting Ltd; United Kingdom; On-site; GBP 62,000 - 74,000; Full time

Job summary

A leading independent wealth management firm in the United Kingdom is seeking a Regional Head of Paraplanning. In this role, you will lead and develop a team of Paraplanners and Report Writers, ensuring the delivery of high-quality technical support. Ideal candidates will have proven experience in people management and strong technical knowledge across pensions and investments. The position offers a competitive salary of £68,000 plus bonuses and a comprehensive benefits package including flexible benefits and professional development opportunities.

Benefits

Annual bonus

25 days holiday + bank holidays

Employee Assistance Programme

Flexible benefits package

Cycle to Work Scheme

Paid volunteering days

Qualifications

• Proven people management experience within a paraplanning function.
• Strong technical knowledge across pensions, investments, retirement planning, SIPPs and IHT.
• Excellent communication skills capable of influencing and collaborating.

Responsibilities

• Manage and develop a regional team of Paraplanners and Report Writers.
• Oversee workflow and service delivery in line with business needs.
• Promote consistent compliance and quality standards across all offices.

Skills

People management

Technical knowledge in pensions and investments

Effective communication skills

Ability to manage multiple deadlines

Job description

Regional Head of Paraplanning – £68,000 + Bonus

Location: Bristol and surrounding areas

Employer: Leading Independent Wealth Management Firm

A fantastic opportunity has arisen for an experienced Regional Paraplanner Manager to join a highly respected national financial planning business. This role is ideal for a confident people leader with strong technical knowledge and proven experience managing high-performing paraplanning teams.

As Regional Head of Paraplanning, you will be responsible for leading, developing and motivating a team of Paraplanners and Report Writers to deliver high-quality technical support and written advice to Advisers across multiple locations.

Key Responsibilities

• Manage, coach and develop a regional team of Paraplanners and Report Writers.
• Oversee workflow, resource allocation and service delivery in line with business needs.
• Conduct regular 1:1 meetings, appraisals and set clear development plans.
• Support Advisers by providing high-quality technical and paraplanning expertise when required.
• Promote consistent standards across all offices and ensure advice meets compliance and quality benchmarks.
• Drive continuous improvement across the paraplanning function, including processes and productivity.
• Monitor quality, KPIs and service levels, ensuring the team delivers accurate, compliant and timely work.
• Identify opportunities to enhance client experience and improve adviser efficiency.

Requirements

• Proven people management experience within a paraplanning function.
• Strong technical knowledge across pensions, investments, retirement planning, SIPPs and IHT.
• Experience managing teams across multiple offices is highly desirable.
• Excellent communication skills with the ability to influence and collaborate at all levels.
• Ability to balance commercial needs with compliance requirements.
• Confident working under pressure, managing deadlines and prioritising effectively.

Benefits

• £68,000 salary + annual bonus
• 25 days holiday + bank holidays + birthday leave
• Life assurance (4x salary)
• Funded exams and paid study leave
• Comprehensive induction and ongoing development
• Flexible benefits package
• Cycle to Work Scheme
• Two paid volunteering days per year
• Employee Assistance Programme
• Access to internal mortgage services
• Inclusive culture with employee forums and companywide events

If this role sounds of interest, and you feel you fit the criteria, please don't hesitate to reach out via email or apply - [e-mail]