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About the Role
Lead a Paraplanning and Advice Delivery Support Unit (ADSU) team in London, overseeing performance, development, and service delivery. This player-manager role combines people leadership with technical and client work to support business priorities.
Responsibilities
- Lead, coach, and develop Paraplanning and ADSU colleagues.
- Manage performance, wellbeing, development, and recruitment activity.
- Foster a collaborative, high-performing team culture.
- 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.
- 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.
- 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.
Requirements
- Strong Paraplanning experience with high-quality report-writing skills.
- 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.
- Previous people-management experience.
- Experience managing hybrid or multi-site teams.
- Knowledge of workflow systems, MI, and Curo.
- Experience supporting operational change and process improvement initiatives.
Skills
- Paraplanning
- Report writing
- Coaching
- Mentoring
- Communication
- Stakeholder management
- Organisational skills
- Technical knowledge of pensions
- Technical knowledge of investments
- Technical knowledge of regulation
- Managing competing priorities
- Adaptability
- Accountability
- Continuous improvement
- People management
- Managing hybrid teams
- Managing multi-site teams
- Workflow systems
- MI (Management Information)
- Curo
- Operational change
- Process improvement
Location
- London
Work Type
- Hybrid
Experience Level
- Player-manager
- Previous people-management experience
Education Level
- CII Diploma in Financial Planning (minimum)
- Advanced Diploma
- Chartered status