Paraplanner Team Leader

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

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 experience
• Hybrid working arrangement
• 25 days holiday plus bank holidays
• Employer pension contribution
• Private Medical Insurance
• Life assurance and income protection
• Additional 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

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