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Head of Paraplanning

Posted 27 March by Advance Search & Selection Ltd Easy Apply Featured Ended

This is a fantastic opportunity for someone who has great technical experience, also who has some people management experience.

This wealth management company is looking for a head of paraplanning to set up a structure within their offices around the UK. The role will be based from the Head office and has the flexibility to work from home. You will head up a small team Paraplanners nationally and will have oversight of training and development of the team.


  • To ensure that your team can handle all of the aspects of the business process in an efficient, consistent, timely and compliant manner.
  • You will standardise processes and procedures across the team.
  • Liaise with the Directors.
  • To conduct statistical analysis and provide appropriate reports to the Directors.
  • To act as Paraplanner to the Advisory team, as and when required.

As an experienced Paraplanner/Manager you will be:

  • Must be qualified to Level 4 Diploma status and willing to work towards Chartered status
  • Experienced in dealing with all aspects of holistic financial planning.
  • Able to demonstrate in depth knowledge of investment, protection and retirement products
  • An excellent team player
  • Able to work unsupervised, under pressure and to tight deadlines
  • Able to prioritise workload demands.
  • Ideally experienced in a supervisory/managerial role.
  • Able to build and maintain relationships through strong interpersonal skills.
  • Effective, engaging and professional communication skills to facilitate change in line with service needs.

The role of Head of Paraplanning will be based in the Berkshire offices with a basic salary of up to £70,000pa (dependant on experience) bonus and benefits

For immediate consideration please forward your CV to David Sheddon at Advance Search & Selection Ltd.

Required skills

  • Financial Planning
  • Holistic
  • Paraplanning
  • Wealth Management
  • Independent Financial Advice

Reference: 34400233

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