Paraplanner Team Leader

Premier Jobs UK Limited; Cove; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday + bank holidays

Employer pension contribution

Private Medical Insurance

Life assurance and income protection

Additional company benefits

Job summary

Premier Jobs UK Limited is seeking a Paraplanner Team Leader in Hampshire with hybrid working. The role combines leadership (60%) and hands-on paraplanning (40%), overseeing workloads and mentoring junior staff while handling complex client work and detailed research.

The successful candidate will focus on pensions and complex advice, review fact finds, and ensure high technical standards. Salary £50,000–£55,000 with benefits and flexible office attendance in Farnborough.

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.
• Proven mentoring, developing or overseeing paraplanners.
• Desirable: Chartered status or working towards additional qualifications.

Responsibilities

• Split role: ~60% leadership and 40% paraplanning.
• Oversee workloads, pipelines and quality standards.
• Mentor Trainee and Junior Paraplanners and review fact finds.
• Carry out paraplanning duties: detailed research and draft suitability reports.

Skills

Paraplanning experience

Pensions knowledge

Mentoring paraplanners

Education

Diploma in Financial Planning Level 4

Chartered status (desirable)

Job description

This Paraplanner Team Leader job in Hampshire offers a fantastic opportunity for an experienced Paraplanner who wants to combine technical expertise with day-to-day team leadership in a professional and supportive environment.

In this Paraplanner Team Leader job, you will work closely with the Paraplanner Manager to oversee the smooth running of the paraplanning function while remaining hands on with complex client work. The role is split broadly 60% leadership and 40% paraplanning, allowing you to lead by example.

As Paraplanner Team Leader, you will manage workloads and pipelines, support and mentor Trainee and Junior Paraplanners, and maintain strong quality and suitability standards across the team. Alongside this, you will continue to carry out paraplanning duties, including reviewing fact finds, challenging advisers where appropriate, undertaking detailed research and producing draft suitability reports.

The Paraplanner Team Leader job involves working on holistic financial planning cases, with a strong focus on pensions and complex advice.

This Paraplanner Team Leader job will suit someone who enjoys developing people, maintaining high technical standards and playing a key role in the ongoing success of a paraplanning team.

Paraplanner Team Leader Requirements

• 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
• Desirable: Working towards Chartered status or holding additional technical qualifications

The Company

You will be joining a well established and highly regarded financial planning firm with a strong reputation for quality advice, professional standards and long term career development.

Paraplanner Team Leader Benefits

Salary £50,000 to £55,000 depending on experienceHybrid working arrangement25 days holiday plus bank holidaysEmployer pension contributionPrivate Medical InsuranceLife assurance and income protectionAdditional company benefits

Location

This Paraplanner Team Leader job is based in Farnborough with hybrid working. Office attendance is currently expected around once per week, with flexibility to reduce this to once per month over time. Increased office presence will be required during the initial onboarding period. Candidates should be within a reasonable commuting distanc