Paraplanner Team Leader
Permanent Contract
Location: Remote, with once a month attendance at our Farnborough Office
Salary: A competitive salary up to 55k depending on the experience you can bring
Closing date: Friday 30 October 2026
This role is split into two core functions.
The primary function of the Paraplanner Team Leader role (c.60%) will be to support the Head of Paraplanning by:
Managing the Paraplanners on a day-to-day basis, ensuring pipeline management and case distribution.
Ensure cases are progressing in a timely manner, highlighting potential concerns to the Head of Paraplanning.
Maintaining management information to track activity for both themselves and advisers, via internal systems.
Taking accountability for team performance, supporting the Paraplanner to achieve individual set targets, providing regular updates to the Head of Paraplanning.
Completing regular individual Paraplanner appraisals.
Mentoring and developing trainees and new starters to competent status within agreed timescales.
Providing technical support to the Paraplanners, deliver training sessions to upskill and maintain competent knowledge levels.
Providing ‘Peer Reviews’ for Paraplanners adopting new advice areas.
Manage and drive quality, identify trends, issues, and ensure improvements are made, highlighting concerns to the Head of Paraplanning.
Assisting in the development, design and implementation of processes and procedures to meet the needs of the team.
Contributing to change management initiatives to constantly improve and drive efficiencies across the end-to-end Paraplanning process.
Promoting and maintain the relationship with the ‘Business Quality’ Team to ensure cause and effect between the teams are monitored and actioned.
Being a role model and leading by example; demonstrating best practice, acting compliantly and working efficiently, encouraging and shaping the team to be just as effective.
Deputising for the Head of Paraplanning during periods of their absence.
Ensuring the Paraplanners act as an effective first line defence, ensuring compliance with FCA requirements and suitability of advice.
The secondary function of the Paraplanner Team Leader role (c.40%) will entail:
Reviewing fact finds to ensure all aspects of the client financial needs are clearly documented, challenging the advisers where appropriate to enable them to research suitable solutions based on the information provided. As part of this, the role holder will be expected to challenge gaps and justifications with advisers where appropriate.
Using research tools to complete analysis as required, ensuring advice provided to the client is suitable to their needs
Liaise with advisers and other parts of Origen plus third parties for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to enable the paraplanning activities to be performed in a timely and quality manner.
Preparing draft suitability reports within an agreed timescale, for final approval by the adviser, using technical knowledge and experience plus compliance approved templates and soft facts including justification for advice.
Liaising with the Business Quality Unit (BQU) to ensure that the file quality is within required standards and to act as a conduit between the adviser and BQU to resolve any remedial points identified following a file being checked.
Ensure individual targets are achieved.
Key Responsibilities include:
Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urgent cases within set SLA’s.
Providing technical and problem-solving support, ensure training & development to build the team to competent status.
Continuously establish improvements within processes and systems, liaising with the Paraplanner Manager to roll them out.
Working with the Head of Paraplanner to maintain an effective Paraplanning team.
To review and quality check client fact-finds to ensure the…