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Permanent

Head of Paraplanning

Leicester
money-bag 10000-500000 Annual
2990292998
Posted 6 days ago

Head of Paraplanning South Leicestershire (Our Ref AL1385) Competitive salary + excellent benefits My client is a forward-thinking IFA / Wealth Management company and if you are ready to lead a high-performing team and make a real impact then this could be your next role. They are looking for a dynamic and experienced Paraplanning Team Leader to provide strategic leadership and operational oversight to their paraplanning department. This role is ideal for a qualified professional with strong technical expertise and a passion for team development and process improvement. Head of Paraplanning - Key Responsibilities: Department Leadership Lead and manage the paraplanning team and outsourced support. Drive departmental strategy, process improvement, and quality assurance. Oversee workload distribution, workflow prioritisation, and case deadlines. Represent the department in company-wide meetings and initiatives. Conduct staff training, mentoring, and performance reviews. Manage recruitment, feedback, and development planning. Paraplanning Responsibilities Produce compliant suitability reports and technical research. Support financial advisers throughout the advice process. Maintain accurate and compliant client records. Stay up to date with regulatory, product, and technical changes. Respond to technical queries from consultants and clients. Ideal Candidate Diploma Level 4 qualified (or working towards). Proven experience in team leadership or supervisory roles. Strong

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