Position details
PARAPLANNER TEAM LEADER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Birmingham
£38000 - £45000 19/05/2026
NJR16574
£38000 - £45000 19/05/2026
NJR16574
DESCRIPTION
Paraplanner Team Leader
Birmingham
Salary up to £45,000
Benefits
\" Annual Leave : 25 days plus bank holidays (Plus birthday leave for free)
\" Auto Enrolment Pension Scheme : 5% Employee + 3% Employer
\" Death In Service (after 3 months) - 4 x salary
\" Bonus Scheme
Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process.
The Role
As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes.
This is a hands-on leadership role, combining people management with technical expertise.
Key Responsibilities
\" Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices
\" Manage workflow distribution to ensure deadlines and service levels are met
\" Oversee the preparation and review of complex suitability reports and financial planning documentation
\" Act as the main escalation point for technical queries from advisers and client servicing teams
\" Collaborate with senior management to drive strategic initiatives and process improvements
\" Work closely with Compliance to ensure regulatory standards and training requirements are maintained
\" Monitor team performance, conduct reviews, and support ongoing development
\" Maintain and improve report templates, tools, and internal procedures
\" Produce and analyse management information for leadership reporting
\" Support the team with technical work where required, including research, tax calculations, and cashflow modelling
\" Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation
About You
\" Significant experience in a Paraplanning or Technical role within financial services
\" Previous experience managing, mentoring, or leading a team
\" Strong technical knowledge across pensions, investments, tax planning, and financial strategies
\" Experience producing and reviewing complex suitability reports
\" Excellent communication skills, both written and verbal
\" Highly organised with the ability to manage multiple priorities in a fast-paced environment
\" Strong analytical and problem-solving skills
\" Confident delivering training and supporting team development
\" Diploma in Financial Planning (or working towards)
Technical Skills
\" Strong IT skills with experience in back-office and financial planning systems
\" Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous
Why Apply?
This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services.
Apply today via NJR Recruitment or call quoting the reference NJR16574
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Birmingham
Salary up to £45,000
Benefits
\" Annual Leave : 25 days plus bank holidays (Plus birthday leave for free)
\" Auto Enrolment Pension Scheme : 5% Employee + 3% Employer
\" Death In Service (after 3 months) - 4 x salary
\" Bonus Scheme
Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process.
The Role
As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes.
This is a hands-on leadership role, combining people management with technical expertise.
Key Responsibilities
\" Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices
\" Manage workflow distribution to ensure deadlines and service levels are met
\" Oversee the preparation and review of complex suitability reports and financial planning documentation
\" Act as the main escalation point for technical queries from advisers and client servicing teams
\" Collaborate with senior management to drive strategic initiatives and process improvements
\" Work closely with Compliance to ensure regulatory standards and training requirements are maintained
\" Monitor team performance, conduct reviews, and support ongoing development
\" Maintain and improve report templates, tools, and internal procedures
\" Produce and analyse management information for leadership reporting
\" Support the team with technical work where required, including research, tax calculations, and cashflow modelling
\" Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation
About You
\" Significant experience in a Paraplanning or Technical role within financial services
\" Previous experience managing, mentoring, or leading a team
\" Strong technical knowledge across pensions, investments, tax planning, and financial strategies
\" Experience producing and reviewing complex suitability reports
\" Excellent communication skills, both written and verbal
\" Highly organised with the ability to manage multiple priorities in a fast-paced environment
\" Strong analytical and problem-solving skills
\" Confident delivering training and supporting team development
\" Diploma in Financial Planning (or working towards)
Technical Skills
\" Strong IT skills with experience in back-office and financial planning systems
\" Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous
Why Apply?
This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services.
Apply today via NJR Recruitment or call quoting the reference NJR16574
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
