HEAD OF PARAPLANNING We are currently working with a well-established, family-oriented Independent Financial Advisers in Leicestershire, who is looking for a dynamic and experienced Paraplanning Team Leader that is looking for their next move. You will lead a high performing team and will provide strategic leadership and operational oversight to the paraplanning department. This role is ideal for a qualified professional with strong technical expertise and a passion for team development and process improvement. KEY RESPONSIBILITIES: Department Leadership

• Lead and manage the paraplanning team and outsourced support.
• Drive departmental strategy, process improvement, and quality assurance.
• Oversee workload distribution, workflow prioritisation, and case deadlines.
• Represent the department in company-wide meetings and initiatives.
• Conduct staff training, mentoring, and performance reviews.
• Manage recruitment, feedback, and development planning.

Paraplanning Responsibilities

• Produce compliant suitability reports and technical research.
• Support advisers throughout the advice process.
• Maintain accurate and compliant client records.
• Stay up to date with regulatory, product, and technical changes.
• Respond to technical queries from consultants and clients.

Ideal Candidate

• Diploma Level 4 qualified (or working towards).
• Proven experience in team leadership or supervisory roles.
• Strong technical knowledge of financial products and planning tools.
• Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office.
• Highly organised, self-motivated, and adaptable to change.
• Committed to maintaining high quality standards of accuracy and continuous improvement.

BENEFITSCompetitive salary, dependent on experience and financial services qualificationsGenerous non contributory group pensionLife assurance x 4 salaryFull-time hours, Monday to Friday, 9am to 5pm (37.5 hours per week)The option to work from home for one day per week, is available after successful completion of the 6month probationary period.   Modern offices based in Leicestershire with free onsite gym and parking. If you wish to be considered for this fantastic opportunity, please email your cv to  or feel free to call me on .