Paraplanner jobs in West Sussex

Paraplanner Team Leader

Location: Outskirts of Guildford

Hybrid Working: Two days in the office (Wednesday is the dedicated team collaboration day)

Salary: Up to £55,000 depending on experience and qualifications

Ready to take the next step into leadership without losing the technical work you enjoy?

If you're already a Paraplanner Team Leader, looking for a leadership role within a boutique Chartered Financial Planning firm that values collaboration, technical excellence and long-term development, this could be the perfect opportunity.

Or perhaps you are an experienced Paraplanner who would like the opportunity to step into a Team Leader position while still remaining hands-on with complex paraplanning?

Any Paraplanner, team leader experience or not, but who enjoys mentoring others, managing workflows and helping a team perform at its best - This is a role worth considering.

About the Company

Our client is a highly regarded Chartered, financial planning practice based close to Guildford.

The business has built an outstanding reputation for delivering genuinely holistic financial planning

Client care sits at the heart of everything they do, and that same philosophy extends to their team. They have created an inclusive, collaborative and supportive culture where people genuinely enjoy coming to work, share ideas openly and work together to deliver exceptional outcomes.

The business enjoys excellent staff retention, supportive leadership, sensible workloads and commitment to professional development , which has created an environment where people thrive.

The Role

This is an excellent opportunity for a Paraplanner looking to take their first step into leadership, or for an existing Team Leader looking to join a firm where quality is valued and team culture is prioritised

Working closely with the Head of Paraplanning, you'll help oversee the day-to-day workflow of the paraplanning function, supporting the development of the team while remaining actively involved in technical client work yourself, whilst being the "go to person" for team queries

This role offers an excellent balance of leadership responsibilities alongside hands-on paraplanning, ensuring you continue to develop your own technical expertise whilst helping others grow.

What They're Looking For

• Significant paraplanning experience, ideally within an independent, whole-of-market financial planning environment
• Diploma qualified as a minimum, with a desire to continue progressing towards Chartered status
• Previous experience mentoring colleagues, allocating work or managing paraplanning workflows is desirable but not essential
• Strong technical knowledge across pensions, investments, trusts and holistic financial planning
• Someone who enjoys collaborative working and helping others succeed

What's on Offer

• Salary up to £55,000 depending on experience
• Hybrid working with flexibility to work from home two days each week
• Wednesday collaboration day with the whole team together in the office
• Flexible working hours with start times between 8:00am and 10:00am
• Full administrative support
• Full funding and encouragement to progress through to Chartered status
• Genuine long-term career progression within a growing Chartered practice
• 23 days holiday plus bank holidays
• Discretionary bonus scheme
• Friendly, collaborative culture with exceptional staff retention

If you're looking to combine leadership with high-quality technical paraplanning in a business that genuinely values both its clients and its people, we'd love to tell you more about this opportunity.

Pay: £42,000.00-£55,000.00 per year

Work Location: In person