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Chartered Paraplanner & Team Lead

  • City of London, London
  • Permanent
  • £60,000 to £75,000

Job details.

We’re currently working on a unique vacancy with a Fintech business which is part of a larger Investment Group to recruit for a Chartered Paraplanner & Team Lead.

Our client currently has over 100 staff and is one of the leading Fintech businesses in the London market.  


A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and experienced individual to fill the role of Chartered Paraplanner & Team Lead.

Position Overview:

  • As a Chartered Paraplanner & Team Lead, you will play a pivotal role in providing high-level support to Chartered Financial Planners within the organisation. Additionally, you will have the exciting responsibility of leading a team of two Paraplanners who are already integral members of the business.

Key Responsibilities:

  • Offer comprehensive support to Chartered Financial Planners in delivering exceptional financial services to clients.
  • Lead and mentor a team of two Paraplanners, fostering a collaborative and high-performance work environment.
  • Oversee the workflow of the Paraplanning team, ensuring efficiency and adherence to company standards.
  • Contribute to the development and implementation of strategic initiatives to enhance team productivity.
  • Stay abreast of industry regulations and changes, incorporating best practices into daily operations.

Qualifications and Skills:

  • Chartered qualification.
  • Proven experience in a Paraplanning role within the financial services sector.
  • Strong leadership and team management skills.
  • Excellent communication and interpersonal abilities.
  • Thorough knowledge of financial planning regulations and compliance requirements.


  • Hybrid working options.
  • Competitive salary of up to £75,000.
  • Exceptional benefits.


  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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