Paraplanning Team Lead: Growth & Change (Hybrid)

Titan Wealth; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close

Life Assurance

Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

Lunch and snacks provided

Job summary

A financial services provider in Bristol is seeking a Paraplanning Team Leader. This role involves mentoring a team, ensuring high-quality support to Financial Advisers, and maintaining compliance with regulations. The ideal candidate should have experience in managing paraplanners and a strong grasp of financial planning. A combination of office and remote work is available. Competitive salary and benefits are offered.

Qualifications

• Experience in direct line management of paraplanners is essential.
• Strong understanding of regulatory requirements, especially FCA standards.
• Ability to guide a team through complex changes.

Responsibilities

• Lead and mentor the paraplanning team.
• Oversee daily workflow and task allocation.
• Ensure compliance with company policies and FCA regulations.
• Conduct quality assurance checks on paraplanner reports.
• Identify and implement process improvements.

Skills

Direct line management

Financial planning concepts

Excellent IT skills

Written communication

Verbal communication

Leadership abilities

Organizational skills

Analytical mindset

Time management

Collaboration

Education

Level 4 qualified in financial planning

Job description

A financial services provider in Bristol is seeking a Paraplanning Team Leader. This role involves mentoring a team, ensuring high-quality support to Financial Advisers, and maintaining compliance with regulations. The ideal candidate should have experience in managing paraplanners and a strong grasp of financial planning. A combination of office and remote work is available. Competitive salary and benefits are offered.