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Head of Paraplanning

  • City of London
  • Permanent
  • £80,000

Job details.

We are representing a prestigious and rapidly expanding Financial Advisory Practice based in London. With a reputation for excellence and a commitment to client satisfaction, our client is at the forefront of delivering bespoke financial solutions tailored to meet the unique needs of their loyal book of HNW Private Clients.

Role Overview:

We are currently seeking an exceptional Head of Paraplanning to join our client's dynamic team. In this pivotal role, you will be responsible for leading and managing a team of 15+ Paraplanners, ensuring the delivery of top-quality, accurate, and compliant financial advice documentation.

Key Responsibilities:

  • Lead, motivate, and mentor a team of Paraplanners to achieve and exceed performance targets.
  • Oversee the creation and review of comprehensive financial planning reports and recommendations.
  • Ensure adherence to regulatory requirements and company standards.
  • Collaborate closely with Financial Advisers, Operations, and Compliance teams to optimize processes and drive efficiency.
  • Develop and implement training initiatives to enhance the technical skills and knowledge of the Paraplanning team.
  • Stay abreast of industry trends, regulatory updates, and best practices to inform strategic decision-making and foster innovation within the Paraplanning function.


  • Extensive experience in financial services, with a proven track record in Paraplanning.
  • Demonstrated success in managing a sizable team of Paraplanners.
  • Strong technical acumen and in-depth knowledge of a wide range of financial products.
  • Thorough understanding of regulatory frameworks governing financial advice.
  • Outstanding communication and leadership abilities, with a knack for inspiring and motivating others.
  • Proactive approach to problem-solving and a keen eye for process improvement.
  • Candidates must be qualified to DipPFS level as a minimum, ideally working towards Chartered.

Salary and Benefits:

  • Competitive salary: £70,000 to £80,000 per annum, depending on experience.
  • Attractive bonus structure tied to individual and team performance.
  • Comprehensive benefits package including pension, healthcare, and additional perks.

An opportunity to join a long established business with recent new investment who can offer genuine longer term career development opportunities for all staff members.


  1. Financial Services
  2. Financial Planning

Michael Groves

Founder & Key Account Manager

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