Team Leader – Paraplanning & Client Support

Caterham, Surrey (hybrid after probation)  |  £50,000 – £55,000 + excellent benefits  |  Full time

A well-established, independent financial planning firm in East Surrey is looking for a Team Leader to head up its paraplanning and adviser support teams. They're a business that genuinely cares about client service (they call it "WOW" service, and they mean it) and they invest properly in their people.

You'll lead both teams day to day, keep work flowing and quality high, and still keep your hand in technically: reviewing research, reports and suitability letters, and stepping in when things get busy. You'll report to the Head of Client Services and be the team's first port of call for anything tricky.

What you’ll be doing

• Leading, coaching and developing the paraplanning and support teams, including objectives, appraisals and training needs
• Managing workflow and capacity across both teams so work is shared fairly and deadlines are met
• Overseeing pre- and post-sale administration, research, recommendation reports and suitability letters
• Quality-checking output and constructively challenging adviser instructions where needed
• Supporting the management of the firm's in-house model portfolios on behalf of its Investment Committee
• Keeping client data accurate, running data audits and making sure everything meets FCA and UK GDPR requirements
• Spotting better ways of working and championing improvements to systems and processes

What we’re looking for

• At least 2 years' experience managing a team in a private client financial planning environment
• A background in paraplanning and/or adviser support, with strong report and suitability-letter writing
• Sound technical knowledge of financial planning products, provider platforms and research tools
• Good working knowledge of FCA regulation and UK GDPR
• Confident with Word, Excel, PowerPoint, CRM systems and provider platforms (Iress experience a bonus)
• Diploma in Financial Planning (DipPFS or equivalent); CeFA or Certificate in Life & Pensions (an advantage)
• A calm, organised, people-first leader with a sharp eye for detail

What’s in it for you

• £50,000 – £55,000 salary
• Hybrid working after a 5-month probation
• 23 days' holiday rising to 25, plus your birthday off and the office closed between Christmas and New Year
• 5% pension through salary sacrifice
• Group private medical insurance, group income protection (after probation), health cash plan and death in service cover
• Study and exam fees paid
• Electric car and cycle to work schemes
• Discounted gym membership and 5 complimentary massages a year
• Core value awards and an annual charity day

If this sounds like your next step, we'd love to hear from you. Apply today, or get in touch with Abbi for a confidential chat about the role.