Paraplanner - Team Leader

  • Job Reference: 1252
  • Date Posted: 5 May 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Hambledon, Hampshire
  • Salary: On Application
  • Bonus/Benefits: Salary: £30,000 - £35,000 + Bonus
  • Sector: Administration, Other Financial Services Jobs
  • Job Type: Permanent
  • Contact: Andrew Daly
  • Email:

Job Description


Established for over 30 years in Hampshire, this family owned and Chartered Financial Planning practice offer a holistic financial planning service to private and corporate clients across the South West.


As a senior member of the Paraplanning team, this position will provide the opportunity to take the next step in your Paraplanning career.

Leading from the front, you will be responsible for managing the pipeline of business cases, mentoring Trainee Paraplanners and monitoring the quality of the paraplanning team.

Requested experience:

  • Level 4 Diploma qualified or progression towards qualification
  • Previous experience within a Paraplanning role
  • Able to demonstrate experience of building rapport with clients
  • Experience of training and developing Junior Paraplanners (advantageous)