Senior Paraplanner - Team Leader

We are pleased to be supporting our client, a well-established and highly regarded Wealth & Investment Management organisation, in their search for an experienced Senior Paraplanner/ Team Leader to join their team in Birmingham city centre. This role presents an excellent opportunity for a skilled Paraplanner to take on additional leadership responsibilities, overseeing a team of five Paraplanners while continuing to provide high-quality technical support to Financial Planners and Advisers.

?? Salary: £50,000 - £65,000 (dependent on experience)?? Location: Birmingham (Hybrid working available)?? Employment Type: Permanent

This position is well-suited to an experienced Senior Paraplanner with a strong technical background who is looking to take the next step in their career. While previous management experience is advantageous, it is not essential; our client is open to individuals with strong mentoring and leadership capabilities who are keen to develop in a management role.

• Technical Paraplanning Support - Conduct in-depth analysis of clients' financial needs, producing robust financial plans and supporting Financial Planners in delivering high-quality advice.
• Team Leadership & Development - Manage, mentor, and support a team of five Paraplanners and Financial Planning Assistants, fostering professional growth and best practices.
• Regulatory Compliance - Ensure all work adheres to FCA regulations and internal policies.
• Business Development - Contribute to the ongoing growth and success of the financial planning team.

• Level 6 CII Advanced Diploma in Regulated Financial Planning (or equivalent) is essential.
• Strong technical knowledge across a broad range of financial planning areas.
• Exceptional attention to detail, analytical ability, and communication skills.
• A proactive and collaborative approach to leadership, with the ability to mentor and develop team members.
• Previous management experience is beneficial but not essential—candidates with the aspiration and transferable skills to step into a leadership role will be considered.

Our client offers a highly competitive remuneration package, including:

• Hybrid working options to support work-life balance.
• Comprehensive benefits, including private medical insurance, pension contributions, group life insurance, health assessments, and more.
• Professional development opportunities, including structured support for leadership progression.

This is an exceptional opportunity for an ambitious and technically proficient Paraplanner to take the next step in their career with a highly respected firm