Paraplanner Team Manager

Reed; West of England, Cardiff; Hybrid; GBP 39,000 - 65,000; Full time

Benefits offered by this job

Private Medical Insurance

Generous pension scheme

25 days holiday plus bank holidays

Holiday buy and sell scheme

Life assurance

Health cash plan

Employee Assistance Programme

Flexible benefits package

Ongoing professional development

Job summary

Reed is seeking an experienced Paraplanning Team Leader to join a growing wealth management business. Based in Bristol/Cardiff, you will lead a multi-site team of paraplanners, driving productivity, quality and development.

You will conduct regular performance reviews, manage workload and resource planning, and ensure FCA compliance and high standards of output while fostering strong relationships with Financial Planners and Client Support teams. Hybrid working applies.

Qualifications

• Previous paraplanning experience.
• Leadership or management experience.
• Level 4 Diploma in Financial Planning.
• Strong technical financial planning knowledge.
• Excellent communication and stakeholder management.
• Organised and proactive.

Responsibilities

• Lead, mentor and develop a multi-site team of Paraplanners.
• Conduct regular one-to-ones, performance reviews and development plans.
• Manage workload allocation, capacity planning and resource management.
• Drive productivity, efficiency and continuous improvement initiatives.
• Ensure high standards of paraplanning output and report quality.
• Act as an escalation point for complex technical queries.
• Monitor performance through MI and identify opportunities for improvement.
• Build strong relationships with Financial Planners, Client Support teams and key stakeholders.
• Ensure compliance with FCA requirements and internal processes.

Skills

Leadership

Paraplanning

Mentoring

Communication

Stakeholder management

Organised

Commercially minded

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanning Team Leader

Bristol / Cardiff Hybrid Working

Up to £65,000 + Bonus + Excellent Benefits

An exciting opportunity has arisen for an experienced Paraplanning Team Leader to join a growing financial planning business during a period of significant expansion.

Leading a team of approximately 16 Paraplanners across Bristol, Cardiff and Truro, you will be responsible for driving productivity, maintaining exceptional quality standards, and supporting the ongoing development of the paraplanning function.

This role is ideal for a technically strong Paraplanner with previous leadership, mentoring, supervisory or management experience who is passionate about developing people and creating high-performing teams.

Key Responsibilities

• Lead, mentor and develop a multi-site team of Paraplanners.
• Conduct regular one-to-ones, performance reviews and development plans.
• Manage workload allocation, capacity planning and resource management.
• Drive productivity, efficiency and continuous improvement initiatives.
• Ensure high standards of paraplanning output and report quality.
• Act as an escalation point for complex technical queries.
• Monitor performance through MI and identify opportunities for improvement.
• Build strong relationships with Financial Planners, Client Support teams and key stakeholders.
• Ensure compliance with FCA requirements and internal processes.

About You

• Previous experience within a Paraplanning role.
• Proven leadership, mentoring, team lead or management experience.
• Level 4 Diploma in Financial Planning (or equivalent).
• Strong technical financial planning knowledge.
• Excellent communication and stakeholder management skills.
• Ability to motivate, coach and develop others.
• Organised, proactive and commercially minded.

Location

Ideally based within commuting distance of Bristol, attending the office 2-3 days per week. Applications from Cardiff-based candidates are also welcomed, with an expectation of regular travel between offices.

Salary & Benefits

• Up to £65,000 basic salary
• Discretionary bonus
• Hybrid working
• Private Medical Insurance
• Generous pension scheme
• 25 days holiday plus bank holidays
• Holiday buy and sell scheme
• Life assurance
• Health cash plan
• Employee Assistance Programme
• Flexible benefits package
• Ongoing professional development

This is an excellent opportunity for an experienced Paraplanner or Paraplanning Manager to play a key leadership role within a growing wealth management business, driving team performance, quality and development across a multi-site operation.