Headturner Search is recruiting for an exciting new opportunity on behalf of our client:
Position: Heead of Paraplanning Team
Reports To: Compliance Director
Location: Office-based in Worcester, with occasional travel to London and other UK locations
About the Role
This role is ideal for an ambitious professional with a growth mindset, a sharp eye for detail, and a commitment to excellence. You’ll not only contribute directly to the success of your clients and team, but also demonstrate a strong social and moral compass, supporting community initiatives.
Key Responsibilities
* Research & Analysis: Prepare review packs and advice reports using the firm’s systems, ensuring timely delivery for financial planners.
* Team Management: Lead and manage a team of report writers, both experienced and trainees, ensuring work quality and adherence to company standards.
* Mentorship: Provide structured feedback to support team development.
* Record Integrity: Ensure the accuracy and maintenance of client records.
* Planner Support: Assist financial planners within the firm.
Qualifications & Experience
Essential:
* Minimum Level 4 qualified, actively working towards Chartered status.
* At least two years of experience in paraplanning and team management.
* Comprehensive knowledge of financial planning, FCA regulations, and related legislation.
* Proficiency with Microsoft 365.
Desirable:
* Chartered Financial Planner (Level 6).
* Experience in audit, quality control, or compliance checking.
Personal Attributes
* Strong team player who can work independently.
* Ability to work under pressure and meet deadlines.
* Friendly, professional demeanor with a sense of humor.
* Excellent written and verbal communication skills.
* Detail-oriented with strong record-keeping skills.
Benefits
* Salary: Circa £60,000 + depending on experience
* 25 days of annual leave plus bank holidays
* Life insurance (4x salary)
* £50,000 critical illness cover
* Private medical insurance
* Pension scheme
* 2 days paid volunteering leave
This is an excellent opportunity for a skilled paraplanner ready to make a significant impact. If you have the skills and drive to succeed in this role, please reach out to Headturner Search