Paraplanner Team Leader - hybrid working
Job description
Original text imported from Reed
Paraplanning Team Leader
South West (Ideally Bristol-based – occasional office visits required)
Hybrid / Predominantly Remote (just a few office days per month)
Up to £55,000 + 10% Bonus
Lead, Shape & Elevate a Growing Paraplanning Function
Are you an experienced paraplanner ready to step into leadership — or an established Team Leader looking for a bigger platform?
This is a fantastic opportunity to join a growing, forward-thinking financial planning business where paraplanning is seen as a critical driver of client outcomes and technical excellence.
With the team expanding from 7 to 12 paraplanners, you’ll play a key role in shaping the function, developing talent, and driving high standards across the board.
Why This Role Stands Out
Predominantly remote – flexibility built into your role
Opportunity to lead and scale a growing team
Be genuinely influential in process improvement & strategy
Work in a business where paraplanning is highly valued, not just a support function
Strong benefits and bonus structure
The Role
You’ll take ownership of the day-to-day leadership of the paraplanning team, ensuring the delivery of high-quality, compliant, and timely technical support to advisers and clients.
This is a hands-on leadership role — combining people management, technical oversight, and operational improvement.
Key Responsibilities
Leadership & Team Development
- Lead, mentor, and develop a growing team of paraplanners
- Support onboarding and training of new hires as the team scales
- Foster a high-performing, collaborative culture
Operational Oversight
- Ensure delivery of accurate suitability reports and technical work within SLA.docx&action=default&mobileredirect=true)
- Monitor workloads, productivity, and quality across the team
- Act as a key escalation point for complex cases
Technical & Compliance Excellence
- Ensure all work meets regulatory standards and Consumer Duty requirements.docx&action=default&mobileredirect=true) [JD - Parap...ader (002) | Word]
- Provide guidance on complex financial planning scenarios
- Maintain consistently high levels of technical accuracy
Continuous Improvement
- Identify and deliver process improvements and efficiencies
- Enhance workflows and leverage technology to improve output
- Contribute to wider business and departmental initiatives
Stakeholder Collaboration
- Work closely with advisers, compliance, and leadership teams
- Support the delivery of excellent client outcomes across the business
What We’re Looking For
Level 4 Diploma in Financial Planning (essential).docx&action=default&mobileredirect=true)
Strong experience within paraplanning (senior level or leadership)
Excellent technical knowledge across pensions, investments & protection
Proven ability to coach, mentor, and develop others
Strong understanding of compliance and suitability standards
A proactive mindset with a passion for improving processes and outcomes [JD - Parap...ader (002) | Word]
Benefits
- Salary up to £55,000 + 10% bonus
- Hybrid working (predominantly remote)
- Matched pension up to 5%
- Death in Service – 4x salary
- PHI & subsidised private medical (BUPA)
- 25 days holiday + bank holidays
- Long service awards
- Giving back day
- Cycle to work scheme
Ready to Lead a Growing Team?
If you’re looking for a role where you can make a real impact, lead from the front, and shape the future of a paraplanning function, this is one not to miss.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your Level 4 Diploma in Financial Planning prominently as this is explicitly essential for the role
📊 Quantify your paraplanning leadership experience: 'Led team of 8 paraplanners, maintaining 98% SLA compliance'
🌐 Emphasise your Consumer Duty knowledge as the advert specifically mentions regulatory requirements
🎯 Showcase process improvement achievements with metrics: 'Streamlined suitability report process, reducing turnaround by 25%'
🤝 Demonstrate your mentoring capabilities as the role involves developing a growing team from 7 to 12 paraplanners
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Led paraplanning team of 8 professionals, achieving 97% SLA compliance while maintaining Consumer Duty regulatory standards across 450+ annual suitability reports
- •Implemented streamlined workflow processes reducing report turnaround time by 30% and improving technical accuracy scores to 98% across pensions and investment cases
- •Mentored 5 junior paraplanners through Level 4 Diploma progression, with 100% pass rate and 3 internal promotions within 18 months
Free to copy — tailoring requires a 30-sec CV upload.
Your cover letter is ready
We've drafted a cover letter for Reed. Preview the opening, then unlock the full personalised version.
Letter preview — tailored to Reed
Dear Hiring Manager,
Your Paraplanner Team Leader role represents exactly the leadership opportunity I've been seeking, particularly the chance to shape a growing function from 7 to 12 paraplanners while maintaining the technical excellence your business values. My Level 4 Diploma in Financial Planning and extensive experience in suitability report oversight align perfectly with your Consumer Duty compliance requirements.
My background in paraplanning leadership has equipped me with the technical expertise across pensions, investments, and protection planning, alongside proven mentoring capabilities that would support your team expansion goals.
Free signup, no card needed. Export to PDF/Word requires a £1.99 trial (14 days).
Interview questions
10 questions generated from this advert.
Technical
- ›How would you ensure Consumer Duty compliance across a growing paraplanning team?
- ›Describe your approach to quality assurance for suitability reports
- ›How do you handle complex pension transfer cases requiring technical oversight?
- ›What process improvements have you implemented in paraplanning workflows?
- ›How would you manage SLA compliance across varying case complexities?
Behavioural
- ›Tell me about a time you had to mentor an underperforming paraplanner
- ›Describe a situation where you had to escalate a complex case to senior management
- ›How have you handled competing priorities when managing team workloads?
- ›Give an example of when you implemented a successful process improvement
- ›Tell me about a time you had to collaborate with advisers on challenging client outcomes
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you had to mentor an underperforming paraplanner
How have you handled competing priorities when managing team workloads?
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