Join our Team: Job Title: Head of Paraplanning Purpose of Job: As the Head of Paraplanning with Continuum, you will lead and work alongside our growing Paraplanning team to deliver high-quality financial planning support to Continuum Advisers. You will provide technical expertise and undertake detailed research and analysis of a wide variety of financial planning solutions, producing comprehensive reports to support our network of Financial Adviser in providing exceptional customer service to clients. Salary Range: DOE Working Hours: 9-5pm Monday - Friday - Remote Role Start Date: Immediate Start Available Why chose Continuum? At Continuum, we build lasting relationships—not just with our clients and advisers, but also with our exceptional staff. Our commitment to a supportive company culture ensures that everyone feels at home, promoting both personal and professional growth. As one of the Top 20 Financial Advisory businesses in the UK, we take pride in our high-performance environment, dedicated to delivering outstanding results for our clients, staff, and partners alike. If you're eager to enhance your skills and grow in a collaborative team environment, we encourage you to take the next step in your career with us. Benefits 25 days holiday (plus bank holidays) Employer pension contribution Group Death in Service Private Medical Insurance Learning & Development Programme Why this job is for you Value independence, engaging directly with clients and ensuring your insights are acknowledged and implemented. Show initiative and recognize that paraplanning encompasses more than just report creation. Effectively balance competing priorities while exhibiting confidence, professionalism, discretion, positivity, and exceptional attention to detail. Demonstrate dedication and agility with a history of working with urgency, focus, and discipline. Exhibit adaptability and ambition, eagerly taking on additional responsibilities as required. Possess strong analytical, planning, organisational, and time management abilities. Have a technical background with a solid comprehension of the advice and paraplanning processes. Take pleasure in mentoring to support junior members of the paraplanning team, primarily through an internal trainee program. The Role As the Head of Paraplanning at Continuum Financial Services, you will lead a team of paraplanners to deliver excellent paraplanning support, managing workflows and preparing cases for submission to a high standard. You will have the level 4 Diploma qualification, management experience and an excellent understanding of the paraplanning process. Key Responsibilities & Accountabilities Lead, develop and mentor the Continuum paraplanning team, to ensure a high standard is achieved throughout both professional and person development Monitor and manage workflows and production within the team, ensuring the team produces high quality outputs in line with compliance and regulatory requirements. Liaise as the point of contact with our strategic partner paraplanners used for overflow of department workloads. Assist in streamlining the paraplanning processes, systems and procedures to increase efficiency within the team, increase outputs and improve agreed SLA’s. Work alongside our national footprint of Independent Financial Advisers to support client requirements and raise the profile of the Paraplanning offering Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports. Prepare the relevant documentation to support the recommendations made ready for submission to Business Monitoring Unit. Provide technical expertise on complex cases. Become a member of and contribute to our Investment Committee. Stay up to date with key legislations, financial products and industry best practice. Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams. Liaising directly with all head of department to feed back any relevant information or issues affecting the paraplanning team as necessary. Regularly participate in team meetings, highlighting issues and owning actions through to resolution Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software. What we are looking for A minimum of 2 years’ experience managing, leading and developing a team is essential A Level 4 Diploma in Financial Planning is required for this role A working knowledge of FE Analytics, IO and CashCalc A high level of attention to detail with the ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards Ability to empathise and build strong business relationships with Continuum Advisers, management and colleagues How to apply Please provide a copy of your C.V along with a covering letter detailing why you would be suitable for the role along with your experience. I'm proud to share that last year was a landmark year for Continuum. FT Adviser ranked Continuum as the 12th best Financial Advisory business in the UK. We were also honoured to receive the title of Adviser Firm of the Year at the Professional Adviser Awards. Our outstanding Net Promoter Score (NPS) of 94 further reflects our commitment to delivering exceptional service and value to our clients. If you would like to be part of our continued growth and success in the years ahead, please get in touch today.