Paraplanner Team Leader

Location – Bishops Stortford

Salary £38,000 – £52,000


If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…

One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.

This is a fantastic opportunity to be part of a growing office and progress into a management role.

In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.

Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.


  • Working primarily with 3 Advisers
  • Proficiency with Microsoft Word, Excel and Outlook is crucial
  • Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
  • There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.


If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.