Paraplanning Team Leader

Cooper Parry

Paraplanning Team Leader at Cooper Parry Wealth, overseeing a team of Paraplanners. Responsible for delivering high-quality paraplanning services and driving process improvements in a dynamic environment.

Posted 6/25/2026full-timeDerby • 🇬🇧 United KingdomSeniorWebsite

About the role

Key responsibilities & impact

Leading, supervising and developing a team of Paraplanners to deliver high-quality work
Assigning work, setting priorities and managing workloads to ensure SLAs are met
Monitoring performance, providing coaching, feedback and ongoing development support
Creating a culture where accountability, growth and collaboration are the norm
Identifying inefficiencies and driving process improvements to increase productivity
Ensuring all paraplanning outputs meet compliance standards and quality expectations
Managing team resources effectively, including capacity and workflow planning
Handling team challenges, resolving issues and maintaining a positive working environment
Working closely with Relationship Managers and other stakeholders to ensure seamless delivery
Supporting recruitment, onboarding and development of new team members
Keeping up to date with industry trends, regulation and best practice
Leading and delivering projects across the paraplanning function

Requirements

What you’ll need

Strong experience in paraplanning within a financial planning environment
Experience managing or mentoring others, with a genuine passion for developing people
A good understanding of financial planning products, processes and regulation
Excellent organisational skills with the ability to manage workloads and deadlines
Strong communication skills and stakeholder management capability
A proactive mindset focused on continuous improvement
The confidence to address challenges, provide feedback and drive performance

Benefits

Comp & perks

A flexible approach to work - balancing working from home, in office or with clients
Support with career growth and qualifications
A generous holiday entitlement
An enhanced parental leave policy
An enhanced pension scheme
No dress code – just “wear something!”
A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities
Cooper Parry social/sports clubs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

paraplanningfinancial planningcompliance standardsprocess improvementscapacity planningworkflow planningperformance monitoringcoachingfeedbackproject delivery

Soft Skills

leadershipteam developmentorganisational skillscommunicationstakeholder managementproactive mindsetproblem-solvingcollaborationaccountabilitygrowth mindset