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:
* Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
* Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.
* Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
* Document & Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.
* Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
* CRM & Workflow Management: Maintain accurate client records and case notes in Concert, Wealthbox, and Dynamics 365.
* Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.
What our client is looking for:
* Experienced & Ambitious: 3+ years as a paraplanner, with the drive to step into a more senior, leadership-oriented role.
* Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
* Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
* Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.
* Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
Why join our client?
* Make an Impact: You won’t just support advisers—you’ll drive the transformation of their operations.
* Flexible: Enjoy a work environment that adapts to your needs.
* Collaborative Culture: Work alongside a team committed to delivering excellence.
If you are a Paraplanner looking for your next new exciting opportunity then please contact Marie McDermott at marie.mcdermott@tate.co.uk