Paraplanner Team Leader Hybrid

Cameron James; Dacorum; Hybrid; GBP 51,000 - 60,000; Full time

Job summary

A respected financial planning firm is seeking an experienced Paraplanner Team Leader in the Dacorum area. This role focuses on leading a team, collaborating on complex client strategies, and involves hands-on work in cash flow modelling and investment reviews. The firm offers a hybrid work model, up to 3 days from home, competitive salary up to £60,000, and excellent benefits. This position is perfect for proactive individuals looking to make a meaningful impact.

Benefits

Competitive salary

Excellent benefits

Holiday entitlement

Hybrid working model

Qualifications

• Minimum Diploma Level 4 (Chartered preferred).
• Experience with financial planning systems a must.
• Proactive and detailed-oriented mindset required.

Responsibilities

• Lead a team of Paraplanners to ensure best practices.
• Contribute to cash flow modelling and investment reviews.
• Collaborate with management and advisers on client strategies.

Skills

Team leadership

Research

Cash flow modelling

Attention to detail

Clear communication

Education

Diploma Level 4

Tools

X-Plan

Intelligent Office

Job description

Are you an experienced Paraplanner Team Leader in the Financial Services sector? We’re partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Leader Paraplanner who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanner.

You will collaborate with the Management team and giving guidance to ensure best practice.

If you’re tired of being seen as just a back‑office function and want to be a true partner to advisers on complex cases, this could be the right step forward.

What we’re looking for :

• Diploma Level 4 as a minimum (working towards Chartered? Even better)
• Experience with systems like X-Plan or Intelligent Office
• Someone who enjoys turning complexity into clarity for clients
• A proactive and detail-oriented mindset
• Happy leading a team.

What sets this opportunity apart :

• Hybrid structure – focus from home, collaborate in-office
• Hands‑on involvement in cash flow modelling, investment reviews, and technical report writing
• You’ll join client meetings and have a voice in strategic conversations
• Work with senior advisers who value people as much as performance
• Competitive salary – up to £60,000 DOE
• Excellent benefits and holiday entitlement. This is a hybrid role up to 3 days from home.