Job Description
Head of Paraplanning
Based in Bristol.
Full time, 1 day WFH, 4 days office.
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:
1. Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
2. Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.
3. Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
4. Document & Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.
5. Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
6. CRM & Workflow Management: Maintain accurate client records and ca...