Head Of Paraplanning

Head Of Paraplanning Job Description Template

Our company is looking for a Head Of Paraplanning to join our team.


  • Co-ordinate, distribute, monitor and work on paraplanning projects and reports;
  • Agreeing, monitoring, managing and reporting on team KPI’s;
  • Co-ordinate and manage any internal team problems and disciplinary matters in association with HR;
  • Oversee and manage the Paraplanning team;
  • Willing to get involved in other projects within the business, which may occur from time to time, that fall within their capabilities;
  • Act as customer relationship manager for the internal customer base – i.e. the financial adviser team;
  • Assist with the training and development of junior paraplanners.


  • Head of Paraplanning;
  • Paraplanning.