Head of Paraplanning

  • Location

    Fareham, Hampshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:


  • Salary:

    Up to £0.00 per annum

  • Contact:

    Thomas Williams

  • Contact email:


  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Startdate:


  • Consultant:


We have a brand new opportunity for a Head of Paraplanning to join a multi award winning, national wealth management organisation.

You will be joining an independent firm with an excellent employee retention rate, which is a direct result of a fantastic working environment, continued personal development opportunities and attractive remuneration packages.

As the Head of Paraplanning you will be required to oversee and manage the Paraplanning team that are based across a few offices. Reporting directly to the Head of Compliance, your role will be to oversee the Paraplanning team, improve efficiency/ turnaround and overall output from the Paraplanners, assist with training and development etc.

To be considered you MUST -

  • Be Level 4 qualified and any additional exams towards Chartered will give you an advantage.
  • Have previous team leader or management experience
  • Experience dealing with technical cases and high net worth clients
  • Great understanding of the Financial Planning process

The client is offering a competitive basic salary plus bonus and benefits including: a genrrous holiday allowance, pension and income protection.