Head of Paraplanning
Hiring Company

The hiring company name is
confidential for this listing.
About the Role
Greater Sheffield, United Kingdom Area (On-site)
The Company is in search of a Head of Paraplanning to join its dynamic team. The successful candidate will be instrumental in the development of the independent financial planning division, with a focus on building a high-performing paraplanning team, establishing robust processes, and ensuring the delivery of technical support to advisers. This role is pivotal in the company's growth strategy, and the Head of Paraplanning will have the opportunity to shape the function and contribute to the long-term success of the business. Key responsibilities for the Head of Paraplanning include leading and developing the paraplanning function, overseeing the production and quality control of technical documentation, and working closely with senior leadership to build a scalable operational structure. The ideal candidate will have a background in a senior paraplanning or paraplanning leadership role, strong technical financial planning knowledge, and a thorough understanding of FCA regulatory requirements. The role demands an individual with excellent stakeholder management, communication skills, and a proactive approach to process improvement and team development. A Level 4 Diploma in Financial Planning is highly regarded, and a genuine passion for maintaining high-quality standards and developing people is essential.
Functions:
- Finance
About the Company
An ambitious, growing financial planning business expanding its adviser population and paraplanning function
Industry
Financial Services
Type
Privately Held