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 listed as essential for the role
📊 Quantify your team leadership experience: "Led team of 8 paraplanners, improving SLA compliance by 25%"
🎯 Emphasise your technical expertise across pensions, investments and protection as these are specifically mentioned
🌐 Showcase your process improvement achievements with concrete examples of efficiency gains
🤝 Demonstrate your experience with Consumer Duty requirements and regulatory compliance standards
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 members, achieving 98% SLA compliance whilst maintaining Consumer Duty regulatory standards across 450+ client cases annually
- •Implemented process improvement initiatives that reduced suitability report turnaround time by 30% whilst enhancing technical accuracy across pensions and investment planning
- •Mentored 5 junior paraplanners to Level 4 Diploma qualification, resulting in 100% pass rate and 40% reduction in technical queries escalated to senior advisers
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 Paraplanning Team Leader role at Reed presents exactly the leadership opportunity I've been seeking, combining my Level 4 Diploma in Financial Planning with proven team management experience across pensions, investments and protection planning.
My background in leading technical teams whilst ensuring Consumer Duty compliance and SLA delivery aligns perfectly with your requirements for scaling the paraplanning function from 7 to 12 members. I have consistently driven process improvements that enhance both efficiency and technical accuracy.
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 compliance with Consumer Duty requirements across a growing paraplanning team?
- ›Describe your approach to reviewing complex suitability reports for technical accuracy
- ›How do you stay current with regulatory changes affecting pensions and investment planning?
- ›What processes would you implement to maintain SLA compliance as the team scales from 7 to 12 members?
- ›How would you handle a situation where an adviser requests work that doesn't meet regulatory standards?
Behavioural
- ›Tell me about a time you had to mentor a struggling team member to improve their performance
- ›Describe a process improvement you implemented that had significant impact on team efficiency
- ›How do you handle competing priorities when managing multiple complex cases?
- ›Give an example of how you've built a collaborative culture within a technical team
- ›Tell me about a time you had to escalate a complex case and how you managed the situation
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 a struggling team member to improve their performance
Describe a process improvement you implemented that had significant impact on team efficiency
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