Paraplanner Team Leader

About the Role

Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.

Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes.

The Role

This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing.

The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.

Key Responsibilities

• Assist financial advisers in preparing:
  • Suitability reports
  • Financial recommendations
• Conduct research across pensions, investments, protection, and retirement planning
• Maintain accurate and compliant client records across internal systems and provider platforms
• Ensure all client files meet regulatory and compliance standards
• Support administration tasks relating to new business submissions
  • Client onboarding
  • Ongoing servicing and reviews
• Action client-related transactions (e.g. contributions, withdrawals, fund switches)
• Collaborate with advisers and the wider team to deliver a seamless client experience
• Monitor provider updates and regulatory changes relevant to recommendations
• Develop technical knowledge of financial planning products and advice processes
• Leading a team of 5 (this team will grow)

Requirements (Essential)

• You will have experience within a paraplanning role whilst being a seasoned people manager
• Strong understanding of financial services processes and client life cycle
• Solid administrative background with excellent organisational skills
• High level of attention to detail and accuracy
• Strong written communication skills, particularly for report preparation
• Ability to work independently in a remote environment
• Strong time management skills with the ability to prioritise workload

Desirable Skills & Experience

• Experience using financial planning or workflow systems

Personal Attributes

• Self-motivated and proactive
• Resilient and able to manage busy periods (e.g. tax year-end)
• Comfortable working in a structured yet autonomous environment
• Eager to learn and develop within financial services

Working Pattern & Environment Fully remote working model

• Occasional travel to Sheffield is required for team meetings, training, and collaboration.
• Structured workflow system with task allocation based on complexity and timelines
• Regular team development sessions, including technical and process training

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)