Job Title:
Paraplanning Team Lead
Reporting to:
CST & Paraplanning Manager
Department:
Paraplanning
About Prosperous Financial:
At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions.
Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies.
We pride ourselves on clarity, integrity and a deep commitment to long term relationships.
We believe great advice changes lives and we're proud to foster a workplace where trust, growth and shared success are at the heart of everything we do.
Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.
About The Role:
We are seeking an experienced and motivated Paraplanning Team Lead to play a key role in the continued growth and development of our paraplanning function.
This is a team leading role that blends direct client engagement with hands-on paraplanning and team oversight.
The successful candidate will lead, mentor and develop a high performing paraplanning team while also working closely with Financial Planners to deliver high quality financial plans for our Private & Premier clients.
This role requires strong technical expertise, excellent organisational and communication skills and the ability to drive both team performance and client outcomes.
Key Responsibilities:
Team Leadership & Development
Lead, mentor and develop the paraplanning team to ensure high performance, technical accuracy and consistent delivery of financial plans.
Set team objectives in line with company goals and monitor performance against targets.
Provide coaching, feedback and ongoing professional mentoring to the team of Paraplanners.
Paraplanning & Client Delivery
Prepare, review and contribute to high-quality financial plans for Private & Premier clients.
Conduct research and analysis on financial products, ensuring suitability and compliance.
Support client meetings, providing technical expertise and clear communication of recommendations.
Process Improvement & Compliance
Implement and maintain efficient paraplanning processes to enhance productivity and ensure regulatory compliance.
Develop a "centre of excellence" approach to paraplanning, ensuring quality, consistency and best practice.
Collaborate with Financial Planners to standardise procedures and reporting across the team.
Collaboration & Communication
Act as a key link between Paraplanners and Financial Planners to ensure smooth workflow and alignment of client objectives.
Contribute to internal projects and initiatives aimed at improving client service and operational efficiency.
Skills and Experience:
Qualified Financial Advisor (QFA) required
Certified Financial Planner (CFP®) qualification required or currently in process of completing
Proven experience in a paraplanning role with strong technical financial planning knowledge
Previous experience managing or leading a team, with the ability to motivate and develop others
Strong working knowledge of financial planning tools such as Voyant
Excellent analytical and problem-solving skills with strong attention to detail
Strong interpersonal and communication skills, with the ability to convey complex information clearly
Ability to build effective relationships across teams and with clients
Highly organised with the ability to manage multiple priorities in a fast-paced environment
Why work with us:
Excellent remuneration package and competitive bonus structure
Hybrid, flexible working model (4 days from home / 1 day in office)
25 days annual leave
Employer pension contributions up to 10%
Income Protection / Death In Service
Recognised as a Great Place to Work ********* and a Best Workplace **** .
Ready to lead with purpose and passion?
Join Prosperous Financial and help us shape a future where great advice truly changes lives.
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