Paraplanner Team Leader

Paraplanner Team Leader

Birmingham

Salary up to £45,000

Benefits

• Annual Leave : 25 days plus bank holidays (Plus birthday leave for free)
• Auto Enrolment Pension Scheme : 5% Employee + 3% Employer
• Death In Service (after 3 months) - 4 x salary
• Bonus Scheme

Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process.

The Role

As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes.

This is a hands-on leadership role, combining people management with technical expertise.

Key Responsibilities

• Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices
• Manage workflow distribution to ensure deadlines and service levels are met
• Oversee the preparation and review of complex suitability reports and financial planning documentation
• Act as the main escalation point for technical queries from advisers and client servicing teams
• Collaborate with senior management to drive strategic initiatives and process improvements
• Work closely with Compliance to ensure regulatory standards and training requirements are maintained
• Monitor team performance, conduct reviews, and support ongoing development
• Maintain and improve report templates, tools, and internal procedures
• Produce and analyse management information for leadership reporting
• Support the team with technical work where required, including research, tax calculations, and cashflow modelling
• Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation

About You

• Significant experience in a Paraplanning or Technical role within financial services
• Previous experience managing, mentoring, or leading a team
• Strong technical knowledge across pensions, investments, tax planning, and financial strategies
• Experience producing and reviewing complex suitability reports
• Excellent communication skills, both written and verbal
• Highly organised with the ability to manage multiple priorities in a fast-paced environment
• Strong analytical and problem-solving skills
• Confident delivering training and supporting team development
• Diploma in Financial Planning (or working towards)

Technical Skills

• Strong IT skills with experience in back-office and financial planning systems
• Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous

Why Apply?

This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services.

Apply today via NJR Recruitment or call quoting the reference NJR16574

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.