Head of Paraplanning - London

💷 Salary: Up to £80,000 (DOE) + excellent benefits

📍 Location: London

📆 Hybrid working available

Are you a Chartered (or near Chartered) Paraplanner with leadership experience and a passion for delivering high-quality, independent financial advice? Do you want to play a key role in shaping the paraplanning function of a highly respected Chartered, fee-based, independent wealth management firm? If so, this Head of Paraplanning opportunity could be the perfect next step in your career!

Why You'll Love This Role

✔ Autonomy & Influence - Your opinions and expertise will be valued, heard, and acted upon

✔ Client-Facing & Strategic - Not just report writing! You'll manage relationships, drive efficiencies, and contribute to investment strategy

✔ Leadership & Mentorship - Oversee and develop a team of paraplanners, including mentoring graduates through an internal trainee program

✔ Fast-Paced & Dynamic - Thrive in an ambitious and professional environment where adaptability and problem-solving are key

Your Role & Responsibilities

🔹 Lead and manage the paraplanning team, delegating workload effectively

🔹 Oversee research, investment solutions, and cashflow forecasting to produce high-quality suitability reports

🔹 Act as the key liaison between paraplanning, administration, and senior management teams

🔹 Participate in Investment Committee meetings and help manage the firm's central investment proposition

🔹 Deliver technical expertise to advisers and keep the team updated on industry changes and regulatory developments

🔹 Identify and implement process improvements to enhance efficiency and performance

🔹 Conduct whole-of-market research on platforms, SIPPs, and funds

What We're Looking For

✅ At least 4 years of paraplanning experience, with leadership exposure in an IFA firm

✅ Chartered (or close to Chartered) qualification via CII preferred

✅ Strong technical knowledge across pensions, investments, and estate planning

✅ Experience using FE Analytics, Voyant, CashCalc, and Xplan

✅ A confident leader who thrives in a fast-moving, high-performance environment

✅ A proactive problem solver with excellent communication and organisational skills

The Benefits

✨ Generous holiday entitlement

✨ Salary sacrifice options

✨ Income protection & death in service

✨ A supportive, collaborative team environment with career growth opportunities



This is a rare opportunity to lead and shape the paraplanning function of a respected wealth management firm. If you're looking for a role where your expertise is valued and you can truly make an impact, we'd love to hear from you!

📩 Apply today or reach out for a confidential chat