Paraplanning Team Leader

Mulberry Recruitment Ltd; Farnborough; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Private Medical Insurance (self cover)

Income Protection (75% salary for 3y)

Life Assurance (4x salary)

Critical Illness (£50,000 lump sum)

Pension (6%)

Job summary

Mulberry Recruitment Ltd is seeking an experienced Paraplanning Team Leader in Farnborough with hybrid working options. The role combines leadership responsibilities with strong technical paraplanning duties, including overseeing daily workflow, quality checks, and mentoring junior staff. Salary ranges £50,000-£55,000.

You will review client needs, ensure compliance, prepare high-quality reports, and collaborate with advisers and providers to support a high-performing team.

Qualifications

• Strong background in paraplanning with DB transfer experience.
• Leadership, mentoring or training experience.
• Excellent communication and analytical abilities.

Responsibilities

• Oversee daily workflow and ensure timely case progression.
• Mentor and develop paraplanners to reach competency.
• Deliver technical training and peer reviews to maintain high standards.
• Maintain relationships with Compliance and Business Quality Unit.
• deputise for the Paraplanner Manager when needed.

Skills

Paraplanning

Leadership

Mentoring

Communication

Analytical

Education

Level 4 Diploma in Financial Planning

Tools

TVAS

Job description

Paraplanning Team Leader

Salary: £50,000-£55,000

Reports to: Paraplanner Manager

Location: Farnborough/Remote

About the Role

Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of a high-performing paraplanning team. You’ll play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers.

Key Responsibilities

Leadership & Team Management (Approx. 60%)

• Oversee daily workflow, ensuring timely case progression and effective case distribution.
• Monitor and report on team performance, supporting individuals to meet their targets.
• Mentor and support new starters and trainees to reach competency within agreed timelines.
• Deliver technical training and peer reviews to maintain high standards.
• Identify and drive process improvements, contributing to wider change initiatives.
• Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit).
• Act as a role model for best practice, deputising for the Paraplanner Manager when needed.

Paraplanning & Technical Delivery (Approx. 40%)

• Review fact finds to ensure client needs are accurately captured and documented.
• Conduct thorough analysis using tools such as TVAS and annuity break-even analysis.
• Prepare high-quality, compliant draft suitability reports for adviser approval.
• Liaise with advisers and providers to gather information and clarify advice requirements.
• Work closely with the Business Quality Unit to ensure report accuracy and compliance.

Skills & Experience

• Strong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year).
• Previous experience within an IFA environment is essential.
• Proven leadership, mentoring or training experience.
• Strong communication, analytical, and interpersonal skills.

Knowledge & Qualifications

• In-depth knowledge of pensions, especially DB transfers.
• Solid understanding of FCA regulations, KYC, and suitability requirements.
• Familiarity with whole-of-market financial products and providers.
• Level 4 Diploma in Financial Planning (essential).
• Working towards Chartered status (desirable).

Benefits

• Private Medical Insurance (self cover)
• Income Protection (75% salary for 3 years)
• Life Assurance (4x salary)
• Critical Illness (£50,000 lump sum)
• Pension (6%)