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Paraplanner Team Leader

  • Guildford
  • Permanent
  • £50,000 - £60,000 + Bonus & Benefits

Job details.

Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence. As one of the UKs leading wealth management organisations, they have offices across the country. They are dedicated to providing tailored financial solutions to clients, empowering them to achieve their financial goals with confidence.

We are seeking a talented and ambitious Paraplanner Team Leader to join the team and play a pivotal role in helping to lead the paraplanning function. This is an exciting opportunity to work for a dynamic and prestigious organisation, where you will have the chance to make a significant impact.

Key Responsibilities:

  • Lead a team of paraplanners, providing direction, support, and guidance to ensure the delivery of high-quality financial planning support to advisors and clients.
  • Oversee the preparation and review of complex financial planning reports, ensuring accuracy, compliance, and alignment with client objectives and regulatory requirements.
  • Collaborate closely with senior management and stakeholders to develop and implement strategic initiatives and process improvements within the paraplanning function.
  • Mentor and develop team members, fostering a culture of continuous learning, professional growth, and excellence.
  • Act as a subject matter expert on financial planning concepts, products, and strategies, providing guidance and support to advisors and other team members as needed.
  • Stay abreast of industry trends, regulatory changes, and best practices, and ensure that the team remains compliant with all relevant regulations and standards.


  • Minimum 4 years of experience in financial planning and paraplanning.
  • Strong leadership and management skills.
  • Excellent knowledge of financial planning concepts, products, and strategies, with proficiency in financial planning software and tools.
  • Strong analytical and problem-solving skills.
  • MUST be Level 4 qualified as a minimum.
  • Excellent communication and interpersonal skills, with the ability to build relationships and collaborate effectively.


  • Competitive basic salary to £60,000
  • Discretionary bonus
  • Comprehensive benefits package
  • Opportunities for professional development and career advancement within a prestigious organization
  • Dynamic and collaborative work environment with a supportive team culture
  • Hybrid working

If you are a motivated and experienced Paraplanner Manager, Team Leader, or Senior Paraplanner looking to take the next step in your career and join a leading wealth management organisation with an international presence, we encourage you to apply.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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