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Paraplanner Team Leader

Job Posted: 11 hours ago

Salary: £ 50,000 - 52,000 / Annum
Job Type: Permanent
Location: Hook, Hampshire

Expire in: a month

Job Description

Are you an experienced Paraplanner looking for that next step and want to join an nurturing but dynamic Company that can provide a clear roadmap in terms of progression? As a Para Planner Team Leader, you’ll oversee a talented team while continuing to apply your technical expertise across the whole of market.

Key Responsibilities

  * Lead and mentor a team of Paraplanners, ensuring high standards of delivery.

  * Provide technical support across the full spectrum of financial planning.

  * Contribute to complex cases, including Defined Benefit Transfers (experience advantageous but not essential).

  * Collaborate with advisers and stakeholders to ensure seamless client service.

  * Support the business through growth and change, including occasional travel to the central site in Hook.

About You

We’re looking for someone who:

  * Has proven Paraplanning experience within the Wealth Management sector.

  * Works confidently across the whole of market.

  * Holds a Diploma in Financial Planning. If you are working towards Chartered Status or have completed the J09 module this would be advantageous.

  * Is ready to progress from Senior or Technical Paraplanner into more of a leadership role.

What We Offer

  * Flexible, remote working with occasional travel.

  * The chance to lead and develop a high‑performing team.

  * A supportive environment with opportunities for professional growth.

  * Excellent benefits as well as a competitive salary and remote working

Before You Apply

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Bank details.
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Date of birth.

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Looking for your next career move? Join a top company hiring Paraplanner Team Leader job near me in Hook, Hampshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!