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 at the top of your CV as this is explicitly essential for the role
📊 Quantify your team leadership experience: 'Led 8 paraplanners, improving SLA compliance from 85% to 96%'
🎯 Emphasise your process improvement achievements with specific examples of efficiency gains you've delivered
🤝 Showcase your mentoring experience by detailing how you've developed junior paraplanners or supported team growth
🌐 Demonstrate your technical expertise across pensions, investments and protection with specific case examples
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 team of 8 paraplanners through Consumer Duty implementation, achieving 96% SLA compliance and reducing report turnaround time by 25%
- •Mentored 5 junior paraplanners to Level 4 Diploma qualification, with 100% pass rate and 3 internal promotions within 18 months
- •Implemented process improvements across suitability report workflows, increasing team productivity by 30% while maintaining technical accuracy
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,
Reed's commitment to elevating paraplanning as a critical driver of client outcomes aligns perfectly with my career aspirations — which is why I am keen to discuss the Paraplanning Team Leader position. My Level 4 Diploma in Financial Planning and proven experience in suitability report writing and Consumer Duty compliance make me well-positioned to lead your expanding team.
My background in paraplanning leadership, combined with hands-on experience in pensions, investments and protection planning, has equipped me to drive both technical excellence and team development. I have successfully mentored junior paraplanners while implementing process improvements that enhanced SLA compliance and operational efficiency.
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 approach writing a suitability report for a complex pension transfer case?
- ›What are the key Consumer Duty requirements that impact paraplanning work?
- ›How do you ensure technical accuracy when reviewing investment recommendations?
- ›What SLA standards would you implement for paraplanning deliverables?
- ›How would you handle a complex protection planning scenario with multiple client needs?
Behavioural
- ›Tell me about a time you had to develop an underperforming team member
- ›Describe a process improvement you implemented that had significant impact
- ›How do you handle competing priorities when managing multiple advisers' requirements?
- ›Give an example of when you had to escalate a complex compliance issue
- ›Tell me about a time you had to manage a team through significant change or growth
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 develop an underperforming team member
Describe a process improvement you implemented that had significant impact
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