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Technical Paraplanner – Lead, Innovate & Shape the Future of Wealth Management
An opportunity has arisen for an experienced Technical Paraplanner to take on a leadership role within a forward-thinking wealth management firm. This is a chance to work closely with senior leadership, supporting high-net-worth clients while utilising the latest technology and AI-driven solutions to enhance efficiency and client outcomes.
Competitive salary: £50,000 - £65,000 (DOE) + discretionary bonus
With ambitious plans to double in size over the coming years, the firm is looking for an individual who can not only lead a team of Paraplanners but also play a pivotal role in shaping operations and business strategy.
The Role
- Lead and develop a team of Paraplanners, ensuring the highest standards of technical support for advisers and clients.
- Work closely with the Director to provide in-depth technical analysis and support for HNW clients.
- Researching and writing reports for HNW customer covering Pensions, Investments, Estates & IHT planning
- Leverage cutting-edge technology and AI to enhance efficiency, accuracy, and client experience.
- Oversee and refine operational processes, driving continuous improvement.
- Ensure compliance with regulatory requirements and best practices.
- Contribute to the firm’s strategic direction as it continues to expand.
What’s on Offer?
- Flexible working arrangements, predominantly office based to lead a team
- Ongoing professional development & leadership training
- A supportive and forward-thinking team environment
What’s Required?
- Level 4 Diploma (working towards Chartered status preferred).
- Extensive experience as a Technical Paraplanner, ideally supporting HNW clients.
- Leadership experience, with the ability to mentor and develop a team.
- A passion for financial technology & AI-driven efficiencies.
- A proactive and strategic mindset, with strong attention to detail.
This is a unique opportunity to take on a leadership role in a growing firm, shaping the future of its operations and helping to drive its ambitious growth plans.
?? Apply now or contact us for a confidential discussion.
