Senior Paraplanner

Paraplanner - Warwick, West Midlands

Ref: 1484Monday 29 January 2024

Up to £55,000

Senior Paraplanner - Operational Focus

Join a dynamic and forward-thinking IFA committed to delivering unparalleled client experiences through the strategic use of cutting-edge technology. The Directors prioritise an inclusive working environment that fosters career development, work/life balance, and personal well-being. As they continue to grow, we are seeking a Senior Paraplanner with a passion for technology and a vision for operational excellence to lead and develop the paraplanning and admin support team.

The starting Salary range for the Senior Paraplanner is £45,000 - £55,000, our client will look at technical knowledge and exams. On offer are flexible working arrangements typically 3 days in the office, Private Medical Cover, Company Pension Scheme, Exam assistance


Key Responsibilities:

  • Proactive Leadership: Demonstrate a proactive and can-do attitude, setting the tone for the paraplanning team.
  • Lead by example, instilling a progressive mindset and fostering a culture of continuous improvement.
  • Technology Integration: Stay at the forefront of technological advancements in the wealth management industry.
  • Collaborate with the team to implement and optimise new systems that enhance efficiency and compliance.
  • Team Development: Serve as a clear leader for the paraplanning team, mentoring, coaching, and inspiring team members. Identify and facilitate training opportunities to elevate the team's technical skills and expertise.
  • Operational Efficiency: Identify areas for improvement and work closely with the Senior Management Team to implement efficient and compliant process enhancements.
  • Client Experience: Professional Development: Identify inspiring Continuing Professional Development (CPD) opportunities for the planning team.
  • Attend monthly meetings to deliver insightful content and contribute to the overall growth and development of the team.


To be considered:

  • Proven experience as a senior paraplanner in a wealth management setting.
  • Strong leadership skills with a track record of mentoring and developing team members.
  • In-depth knowledge of the latest technology trends in wealth management.
  • Relevant industry qualifications and certifications.
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