Paraplanner

An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards. This full-time permanent role offers benefits and a salary range of £30,000 - £40,000. You Will Be Responsible For ? Leading, mentoring, and developing the client support team. ? Allocating and monitoring workloads to ensure deadlines are achieved. ? Managing complex or high-priority client administration tasks directly. ? Overseeing onboarding, annual reviews, and day-to-day service delivery. ? Acting as the main operational point of contact between advisers and paraplanners. ? Monitoring workflow and addressing bottlenecks before they escalate. ? Maintaining compliance and ensuring quality standards are met. ? Driving continuous improvement across systems and processes. ? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing. What We Are Looking For ? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role. ? At least 2 years of experience in financial services ? A strong background in financial services administration (pensions, investments, insurance, or wealth management). ? Proven ability to lead teams and manage multiple priorities effectively. ? Excellent attention to detail and accuracy in all tasks. ? Strong organisational skills and effective communication. What's on Offer ? Competitive salary ? Generous holiday entitlement. ? Professional development and qualification support. ? Company pension and wellbeing initiatives. ? Enhanced family leave policies. ? Additional leave and regular