Job Description

Based in our London office, you will lead a Paraplanning and Advice Delivery Support Unit (ADSU) team, overseeing team performance, development and service delivery. This is a player-manager role, combining people leadership with a reduced level of technical and client work to support business priorities.

Key Responsibilities

Leadership & People

• Lead, coach and develop Paraplanning and ADSU colleagues.
• Manage performance, wellbeing, development and recruitment activity.
• Foster a collaborative, high-performing team culture.

Workflow & Service Delivery

• Oversee workflow, capacity and service levels across both teams.
• Act as a key contact for Advisers and Financial Planning Executives.
• Use MI and data to monitor performance and drive improvements.

Technical & Client Support

• Maintain a reduced caseload alongside management responsibilities.
• Support report writing, advice delivery, quality reviews and complex cases.
• Ensure accurate records and effective use of Curo.

Quality & Continuous Improvement

• Promote high standards of quality, compliance and client service.
• Drive process, technology and operational improvements.
• Build strong relationships across Advice Delivery and the wider business.

Knowledge, Skills & Experience

Essential

• Strong Paraplanning experience with high-quality report-writing skills.
• CII Diploma in Financial Planning (minimum).
• Experience leading, coaching or mentoring others.
• Excellent communication, stakeholder management and organisational skills.
• Strong technical knowledge of pensions, investments and regulation.
• Able to manage competing priorities while maintaining service standards.
• Adaptable, accountable and committed to continuous improvement.

Desirable

• Previous people-management experience.
• Advanced Diploma, Chartered status or working towards it.
• Experience managing hybrid or multi-site teams.
• Knowledge of workflow systems, MI and Curo.
• Experience supporting operational change and process improvement initiatives.