Head of Paraplanning - #1677099

Head of Paraplanning

Based in Bristol.

Full time, 1 day WFH, 4 days office.

Salary: £45,000 to £50,000 dependent on experience, plus a discretionary annual bonus and benefits.

Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role, this is your opportunity. You must be DipPFS Level 4 qualified.

Key Responsibilities of the Head of Paraplanning:

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  Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.


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  Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.


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  Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.


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  Document & Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.


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  Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.


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  CRM & Workflow Management: Maintain accurate client records and case notes in Concert, Wealthbox, and Dynamics 365.


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  Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.

What our client is looking for:

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  Experienced & Ambitious: 3+ years as a paraplanner, with the drive to step into a more senior, leadership-oriented role.


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  Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.


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  Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.


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  Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.


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  Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.

Why join our client?

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  Make an Impact: You won’t just support advisers—you’ll drive the transformation of their operations.


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  Flexible: Enjoy a work environment that adapts to your needs.


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  Collaborative Culture: Work alongside a team committed to delivering excellence.

If you are a Paraplanner looking for your next new exciting opportunity then please contact Marie McDermott at ***************@tate.co.uk