Paraplanning Team Leader

Jobtailor; Cardiff; On-site; GBP 55,000 - 65,000; Full time

Job summary

Jobtailor seeks a Leader for Paraplanner teams across multiple locations, responsible for coaching and developing talent while ensuring high-quality paraplanning aligned with FCA requirements.

You will oversee workload, conduct reviews, mentor staff, drive continuous improvement, and collaborate with financial planners to deliver a seamless financial planning service.

Qualifications

• Proven leadership and mentoring abilities in a financial planning environment.
• Strong understanding of financial planning concepts and regulatory requirements (FCA).
• Excellent IT, written and verbal communication skills.
• Experience as a paraplanner or in a similar support role within financial services.
• Organisational skills with attention to detail and proactive 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.
• Oversee daily allocation of work and capacity planning to maintain service standards.
• Monitor workloads and resource requirements across the function.
• Ensure work complies with FCA requirements and internal policies.
• Drive continuous improvement in quality and efficiency of paraplanning processes.
• Collaborate with Financial Planners and Client Support teams to deliver end-to-end service.

Skills

Team leadership

Coaching and mentoring

Financial planning

Paraplanning

Capacity planning

Quality review

Regulatory compliance

Performance management

Stakeholder collaboration

Education

Level 4 Financial Planning Qualification

Job description

• 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 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 delivery of a seamless end-to-end financial planning service

Requirements

• Level 4 qualified in financial planning
• Previous experience as a paraplanner or in a similar support role within a financial services firm
• Strong understanding of financial planning concepts, products, and regulatory requirements (e.g., FCA)
• Excellent IT, written, and verbal communication skills
• Proven leadership, coaching, and mentoring abilities
• Strong organizational and time management skills
• Ability to analyse technical information and ensure attention to detail
• A proactive and collaborative mindset

Core Competencies

Demonstrates expertise in financial planning, team leadership, and performance management, ensuring compliance with FCA regulations while fostering a high-performance culture. Capable of driving continuous improvement and efficiency in paraplanning processes and service delivery.

Highest-signal resume keywords

• Level 4 Qualified In Financial Planning
• Leadership, Coaching, And Mentoring
• Strong Understanding Of Financial Planning Concepts
• Excellent IT, Written, And Verbal Communication Skills
• Attention To Detail And Analytical Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Paraplanning
• Capacity Planning
• Quality Review
• Regulatory Compliance
• Performance Monitoring
• Process Improvement
• Technical Analysis

Soft Skills

• Team Leadership
• Collaboration
• Organizational Skills
• Proactive Mindset
• Time Management

Certifications & Qualifications

• Level 4 Financial Planning Qualification

Industry Keywords

• FCA Requirements
• Financial Services
• Client Support
• Continuous Improvement
• High-Performance Culture