Head of Paraplanning

Head of Paraplanning

Based in Bristol.

Full time, Hybrid working.

Salary: £45,000 to £50,000 dependent on experience, plus a discretionary annual bonus and benefits.

Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role, this is your opportunity. You must be DipPFS Level 4 qualified.

Key Responsibilities of the Head of Paraplanning:

• Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
• Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.
• Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
• Document & Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.
• Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
• CRM & Workflow Management: Maintain accurate client records and case notes in Concert, Wealthbox, and Dynamics 365.
• Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.

What our client is looking for:

• Experienced & Ambitious: 3+ years as a paraplanner, with the drive to step into a more senior, leadership-oriented role.
• Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
• Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
• Self-Starter: You don't wait for instructions-you see what needs to be done and take the lead.
• Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.

Why join our client?

• Make an Impact: You won't just support advisers-you'll drive the transformation of their operations.
• Flexible: Enjoy a work environment that adapts to your needs.
• Collaborative Culture: Work alongside a team committed to delivering excellence.

If you are a Senior Paraplanner looking for your next new exciting opportunity, then please contact Marie McDermott at

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.