Senior Paraplanner (Team Leader) – Birmingham (Hybrid) | £50,000 - £65,000
We are pleased to be supporting our client, a well-established and highly regarded Wealth & Investment Management organisation, in their search for an experienced Senior Paraplanner/ Team Leader to join their team in Birmingham city centre. This role presents an excellent opportunity for a skilled Paraplanner to take on additional leadership responsibilities, overseeing a team of five Paraplanners while continuing to provide high-quality technical support to Financial Planners and Advisers.
🔹 Salary: £50,000 - £65,000 (dependent on experience)
🔹 Location: Birmingham (Hybrid working available)
🔹 Employment Type: Permanent
The Opportunity
This position is well-suited to an experienced Senior Paraplanner with a strong technical background who is looking to take the next step in their career. While previous management experience is advantageous, it is not essential; our client is open to individuals with strong mentoring and leadership capabilities who are keen to develop in a management role.
Key Responsibilities
- Technical Paraplanning Support – Conduct in-depth analysis of clients' financial needs, producing robust financial plans and supporting Financial Planners in delivering high-quality advice.
- Team Leadership & Development – Manage, mentor, and support a team of five Paraplanners and Financial Planning Assistants, fostering professional growth and best practices.
- Regulatory Compliance – Ensure all work adheres to FCA regulations and internal policies.
- Business Development – Contribute to the ongoing growth and success of the financial planning team.
Candidate Requirements
- Level 6 CII Advanced Diploma in Regulated Financial Planning (or equivalent) is essential.
- Strong technical knowledge across a broad range of financial planning areas.
- Exceptional attention to detail, analytical ability, and communication skills.
- A proactive and collaborative approach to leadership, with the ability to mentor and develop team members.
- Previous management experience is beneficial but not essential—candidates with the aspiration and transferable skills to step into a leadership role will be considered.
Benefits & Working Environment
Our client offers a highly competitive remuneration package, including:
- Hybrid working options to support work-life balance.
- Comprehensive benefits, including private medical insurance, pension contributions, group life insurance, health assessments, and more.
- Professional development opportunities, including structured support for leadership progression.
This is an exceptional opportunity for an ambitious and technically proficient Paraplanner to take the next step in their career with a highly respected firm
Sector:
- Financial Services
- Financial Planning
