Paraplanning Team Lead | Hybrid, Growth & Quality

Titan Wealth Holdings Limited; Cardiff; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

Annual leave 25 days

Hybrid working

Life assurance

Health cash plan

Discretionary bonus

Employee assistance

Job summary

Titan Wealth Group is seeking an experienced Paraplanning Team Leader to drive a growing multi-site paraplanning function across Bristol and Cardiff, with travel to other sites. You will lead, coach and develop a team of paraplanners, ensuring workloads are managed and service levels met, while embedding best practices and a high-performance culture.

The role involves close collaboration with Financial Planners, Client Support and senior management, focusing on quality, process improvement, and

Qualifications

• Level 4 qualified in financial planning.
• Experience as paraplanner or in a similar support role within a financial services firm.
• Strong understanding of financial planning concepts, products, and regulatory requirements (FCA).
• Excellent IT, written, and verbal communication skills.
• Proven leadership, coaching, and mentoring abilities.
• Strong organizational and time management skills.
• A proactive and collaborative mindset.

Responsibilities

• Lead, coach and develop a team of Paraplanners across multiple locations.
• Conduct regular one-to-ones, performance reviews and development discussions.
• Provide ongoing mentoring, support and constructive feedback.
• Foster a positive, collaborative and high-performance team culture.
• Identify and nurture future talent within the function.
• Oversee the daily allocation of work across the team.
• Manage capacity planning and prioritisation to ensure service standards are maintained.
• Monitor workloads and resource requirements across the function.
• Support business growth by ensuring the team is appropriately structured and resourced.
• Maintain high standards of paraplanning output and report quality.
• Conduct first-line quality reviews and identify coaching opportunities.
• Act as an escalation point for technical and complex planning queries.
• Promote a 'right first time' approach and drive continuous improvement in quality standards.
• Ensure all work complies with FCA requirements and internal policies.
• Develop and utilise management information to monitor team performance and productivity.
• Identify opportunities to improve efficiency, consistency and service delivery.
• Support the implementation of new processes and ways of working.
• Help embed the Titan Wealth approach across newer team members and recently established teams.
• Build strong relationships with Financial Planners, Client Support teams and wider business functions.
• Act as a key liaison between departments to drive collaboration and improve client outcomes.
• Support the delivery of a seamless end-to-end financial planning service.

Skills

People management

Coaching

Mentoring

Communication

Time management

Analytical thinking

Education

Level 4 qualified in financial planning

Tools

Financial planning software

Job description

Titan Wealth Group is seeking an experienced Paraplanning Team Leader to drive a growing multi-site paraplanning function across Bristol and Cardiff, with travel to other sites. You will lead, coach and develop a team of paraplanners, ensuring workloads are managed and service levels met, while embedding best practices and a high-performance culture.

The role involves close collaboration with Financial Planners, Client Support and senior management, focusing on quality, process improvement, and