Paraplanner Team Leader

mbf; City Of London; On-site; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Discretionary annual bonus

Contributory pension scheme

Private Medical Insurance (PMI)

Permanent Health Insurance (PHI)

Salary up to £70,000

Job summary

mbf is recruiting an experienced Paraplanning Team Leader for its growing Financial Planning division in the City of London. You will manage a team of 8 Paraplanners, provide technical guidance on pensions, investments and tax planning, and work closely with senior leadership to improve processes and client outcomes.

The role combines hands-on technical paraplanning with people management and strategic development opportunities within a major UK Wealth Management organisation.

Qualifications

• Significant experience as a Paraplanner or Senior Paraplanner.
• Experience leading a team is advantageous.
• Strong technical knowledge across pensions, investments and tax planning.
• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Chartered status desirable.
• Excellent communication and organisational skills.
• Experience using Xplan and cashflow modelling software.

Responsibilities

• Manage and develop a team of 8 Paraplanners to high technical standards.
• Oversee workflow, prioritise workloads and ensure deadlines.
• Collaborate with UK Head of Paraplanning to improve processes.
• Conduct performance reviews and support career development.
• Provide technical guidance on pensions, investments and tax planning.
• Hands-on involvement in cashflow modelling and report preparation.
• Work with Wealth Planners to deliver excellent client outcomes.
• Promote a positive, high-performing team environment.

Skills

Paraplanning

Team Leadership

Pensions

Investments

Cashflow Modelling

Financial Planning

Education

Level 4 Diploma in Regulated Financial Planning (or equivalent)

Tools

XPLAN

Job description

mbf are working with one of the UK's leading Wealth Management organisations to recruit an experienced Paraplanning Team Leader for their growing Financial Planning division in the City of London.

Our client is a highly regarded, well-established Wealth Management business that has experienced significant growth through strategic acquisitions and continued investment in its Financial Planning offering.

This is an excellent opportunity to join the business at an exciting stage of its development, taking responsibility for an established team of 8 Paraplanners and reporting directly to the UK Head of Paraplanning.

The position offers an excellent combination of technical Paraplanning, people management and operational responsibilities, with genuine scope to influence the continued development of the function.

Key Responsibilities

• Manage, mentor and develop a team of 8 Paraplanners, ensuring consistently high standards of technical support.
• Oversee team workflow, allocating and prioritising workloads to ensure deadlines and service standards are maintained.
• Work closely with the UK Head of Paraplanning to identify opportunities for process improvements and operational efficiencies.
• Conduct regular one-to-ones, performance reviews and support individual training and career development.
• Provide technical guidance and support on complex Financial Planning cases, including pensions, investments, protection and tax planning.
• Maintain a hands‑on involvement in technical research, cashflow modelling and suitability report preparation.
• Work collaboratively with Wealth Planners and other departments to ensure excellent client outcomes.
• Promote a positive, collaborative and high‑performing team environment.

Candidate Requirements

We are keen to speak with experienced Paraplanning professionals who have a strong technical background and an interest in developing their careers within a leadership capacity.

Ideally, candidates will demonstrate:

• Significant experience working as a Paraplanner or Senior Paraplanner within a Financial Planning or Wealth Management environment.
• Previous team leadership, supervisory or management experience would be advantageous.
• Strong technical knowledge across pensions, investments, protection and more complex Financial Planning arrangements.
• Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum.
• Chartered status, or progress towards achieving it, would be desirable.
• Excellent communication, organisational and interpersonal skills.
• The ability to motivate, mentor and develop colleagues whilst maintaining high technical standards.
• Experience using Xplan and cashflow modelling software would be beneficial.

Importantly, our client would also consider an ambitious Senior Paraplanner who demonstrates the necessary leadership qualities and is looking to take their first significant step into people management.

Salary & Benefits

• Basic salary up to £70,000, with flexibility for the right individual.
• Discretionary annual bonus.
• Contributory pension scheme.
• Private Medical Insurance (PMI).
• Permanent Health Insurance (PHI).

This is an opportunity to join a major UK Wealth Management organisation that continues to invest significantly in its Financial Planning proposition.

The successful candidate will have the opportunity to manage an established team, work closely with senior management and play an important role in developing and improving the Paraplanning function.

For an experienced Senior Paraplanner looking to progress into management, or an existing Team Leader seeking a new challenge within a larger, growing organisation, this represents an excellent long-term career opportunity.