Paraplanning Team Leader, Offices Near Hemel Hempstead, Hybrid, Circa £60,000

Location: Offices Near Hemel Hempstead Hybrid Working

Excellent Benefits Established, Growing Firm

Salary: Circa £60,000

My client is seeking a dynamic, experienced, and inspiring Paraplanning Team Leader to take the helm of their expanding Paraplanning function. This is a pivotal leadership role within a forward-thinking financial advisory business, offering the opportunity to shape a high-performing team and play a key part in delivering exceptional client outcomes.

About the Role

The successful candidate will lead, develop, and motivate a team of up to eight talented Paraplanners, working closely with the Head of Advice to elevate the firm's advice standards and ensure a seamless, robust support service for Financial Advisers and clients.

With a blend of strategic oversight, workflow management, quality assurance, and hands-on technical expertise, this role is ideal for an individual who thrives in a collaborative environment and wants to make a genuine impact.

Key Responsibilities

Team Leadership & Management

• Lead, mentor, and coach a team of up to eight Paraplanners, cultivating a positive, high-performance culture.
• Carry out regular one-to-ones, performance reviews, and training needs assessments.
• Manage workflow and task allocation, ensuring SLAs and deadlines are consistently met.
• Oversee induction and ongoing development of new team members.
• Act as the key liaison between the internal paraplanning team and the outsourced provider, creating efficient, end-to-end processes that support Advisers effectively.

Service Delivery & Quality Assurance

• Partner with the Head of Advice to define and refine paraplanning standards, systems, and service delivery models.
• Conduct detailed file checks and suitability report reviews to uphold exceptional technical accuracy and compliance.
• Serve as the technical escalation point for complex queries from Paraplanners and Advisers.
• Drive the adoption of technology and digital tools to optimise efficiency.
• Manage outsourced partner performance, monitoring SLAs, KPIs, and turnaround times to ensure consistent quality.

Technical & Strategic Support

• Support strategic initiatives aimed at improving the advice journey and operational excellence.
• Produce complex technical analysis and suitability reports when required.
• Maintain strong market, product, and regulatory knowledge to ensure standards remain current and client-focused.

Essential Qualifications & Experience

• Proven experience in a Paraplanning role, ideally with supervisory or leadership responsibilities within a financial advice business.
• Level 4 Diploma in Financial Advice (or equivalent) is essential; progression towards Chartered status is highly desirable.
• Strong technical expertise across Pensions, Investments, Protection, and Tax/Trust planning.
• Exceptional leadership, mentoring, and stakeholder-management skills.
• Excellent written and verbal communication, with meticulous attention to detail.
• Ability to balance multiple priorities in a fast-paced environment.
• Advanced MS Excel skills.

Please contact Sam at Financial Divisions for more information for this role, thank you.