Paraplanning Team Leader

Job Title: ParaplanningTeam Leader

Location: Bath

Salary: circa £48,000

Reference: 9886

A leading financial planning firm in Bath is seeking a Team Leader to manage and support a growing paraplanning team.

This is an exciting opportunity for an experienced people manager with a background in financial services to take on a leadership role within a collaborative and professional environment. While you won’t be directly undertaking paraplanning, you’ll be instrumental in driving performance, supporting development, and ensuring smooth day-to-day operations.

Key Responsibilities

• Lead, mentor, and develop a team of paraplanners to achieve business goals
• Oversee workflow management and ensure deadlines are met
• Implement best practice processes to improve efficiency and client service
• Act as a key point of contact between paraplanners, advisers, and wider business teams
• Conduct regular performance reviews and support professional development
• Foster a positive and collaborative working culture

About You

• Strong management and leadership experience within financial services
• Understanding of paraplanning as a role, function, but not necessary to have been a paraplanner yourself
• Experience from IFA / Wealth Management
• Proven track record of developing and motivating teams
• Excellent communication and organisational skills
• Commercially aware with a focus on efficiency and client service
• Ability to build strong relationships across the business

(Level 4 Diploma in Financial Planning is not required for this role, as you will not be undertaking paraplanning duties directly.)

Package & Benefits

• Salary circa £48,000 depending on experience
• Flexible working options
• Generous holiday allowance plus bank holidays
• Pension & benefits package
• Professional development and career progression opportunities