Hybrid Paraplanner Team Leader — Lead & Mentor on Pensions

Premier Jobs UK Ltd; Farnborough; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Hybrid working arrangement

25 days holiday plus bank holidays

Employer pension contribution

Private Medical Insurance

Life assurance and income protection

Additional company benefits

Job summary

Premier Jobs UK Ltd in Hampshire seeks an experienced Paraplanner Team Leader to combine technical paraplanning with day-to-day team leadership. You will work closely with the Paraplanner Manager to oversee workloads, mentor junior staff and maintain high quality standards while remaining hands-on with complex client work.

The role is broadly 60% leadership and 40% paraplanning, focusing on pensions and complex advice within a well‑established financial planning firm.

Qualifications

• Essential: Diploma in Financial Planning Level 4 or equivalent.
• Essential: Strong paraplanning experience within an IFA or wealth management environment.
• Essential: Experience with pensions, including defined benefit schemes.
• Essential: Proven experience mentoring, developing or overseeing paraplanners.

Responsibilities

• Oversee paraplanning workloads and pipelines and support the team.
• Mentor Trainee and Junior Paraplanners and promote development.
• Review client fact finds and challenge advisers where appropriate.
• Produce draft suitability reports and perform detailed research for holistic financial plans.

Skills

Leadership

Paraplanning

Mentoring

Pension knowledge

Education

Diploma in Financial Planning Level 4 or equivalent

Job description

Premier Jobs UK Ltd in Hampshire seeks an experienced Paraplanner Team Leader to combine technical paraplanning with day-to-day team leadership. You will work closely with the Paraplanner Manager to oversee workloads, mentor junior staff and maintain high quality standards while remaining hands-on with complex client work.

The role is broadly 60% leadership and 40% paraplanning, focusing on pensions and complex advice within a well‑established financial planning firm.