Paraplanner Team Leader

One Ten Associates Ltd; Hart; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A dynamic financial services company in the UK is seeking an experienced Paraplanner Team Leader to oversee a talented team while applying technical expertise in financial planning. You will lead and mentor a high-performing team, ensure delivery standards, and support complex cases. The ideal candidate will have proven Paraplanning experience and a Diploma in Financial Planning, with career progression opportunities within this nurturing environment. Flexible remote working is offered along with competitive benefits.

Benefits

Flexible remote working

Professional growth opportunities

Competitive salary

Excellent benefits

Qualifications

• Proven Paraplanning experience within the Wealth Management sector.
• Confidence in working across the whole of market.
• Experience in Defined Benefit Transfers is advantageous.

Responsibilities

• Lead and mentor a team of Paraplanners.
• Provide technical support in financial planning.
• Collaborate with advisers for seamless client service.

Skills

Proven Paraplanning experience

Knowledge of financial planning

Leadership skills

Education

Diploma in Financial Planning

Job description

Are you an experienced Paraplanner looking for that next step and want to join an nurturing but dynamic Company that can provide a clear roadmap in terms of progression? As a Para Planner Team Leader, you'll oversee a talented team while continuing to apply your technical expertise across the whole of market.

Key Responsibilities

• Lead and mentor a team of Paraplanners, ensuring high standards of delivery.
• Provide technical support across the full spectrum of financial planning.
• Contribute to complex cases, including Defined Benefit Transfers (experience advantageous but not essential).
• Collaborate with advisers and stakeholders to ensure seamless client service.
• Support the business through growth and change, including occasional travel to the central site in Hook.

About You

• Has proven Paraplanning experience within the Wealth Management sector.
• Works confidently across the whole of market.
• Holds a Diploma in Financial Planning. If you are working towards Chartered Status or have completed the J09 module this would be advantageous.
• Is ready to progress from Senior or Technical Paraplanner into more of a leadership role.

What We Offer

• Flexible, remote working with occasional travel.
• The chance to lead and develop a high‑performing team.
• A supportive environment with opportunities for professional growth.
• Excellent benefits as well as a competitive salary and remote working