Paraplanning Team Leader - Farnborough

Artemis Recruitment Consultants; Farnborough; On-site; GBP 38,000 - 50,000; Full time

Job summary

A leading firm in Farnborough is seeking a Paraplanning Team Leader to oversee daily operations, manage projects, and mentor staff. The ideal candidate will possess strong technical knowledge in financial services and lead the team in providing clear and compliant client recommendations. Applicants should hold a Level 4 Diploma and have experience within a financial advice context.

Qualifications

• Level 4 Diploma required; working towards Chartered status is advantageous.
• Experience in financial services, preferably in life and pensions.
• Previous paraplanning experience across various providers.

Responsibilities

• Manage the team daily against targets and ensure timely delivery.
• Provide technical support and training to the team.
• Conduct case research and draft financial planning advice.

Skills

Communication

Analytical skills

Interpersonal skills

Education

Level 4 Diploma

Job description

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Paraplanning Team Leader - Farnborough, Farnborough

Location: Farnborough, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

43a042b37aeb

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

Paraplanning Team Leader - Farnborough

We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to understand client needs and objectives, helping to define the appropriate advice route and deliver recommendations in a clear and compliant manner.

Responsibilities:

• Manage the team daily against targets, track cases, and ensure timely delivery within SLAs
• Provide technical support and training to develop the team’s competence
• Introduce process improvements, liaising with the Paraplanner Manager
• Review and quality check client fact-finds for completeness
• Conduct case research, obtain illustrations, and support compliant recommendations
• Draft holistic financial planning advice and coordinate report issuance
• Maintain technical and market knowledge to support recommendations

Skills:

• Excellent written and verbal communication skills
• Strong analytical skills for client and team work
• Effective interpersonal skills for training and mentoring

Knowledge:

• Understanding of FCA regulations and industry guidance
• Knowledge of current industry best practices
• Experience with advice across multiple providers and products

Experience:

• Financial Services experience, preferably in life and pensions
• Previous paraplanning experience across various providers

Qualifications:

• Level 4 Diploma required; working towards Chartered status is a plus