Head Paraplanner - Lead & Elevate Wealth Planning

LH Financial Planning Ltd, an Appointed Representative of St. James's Place Plc, is seeking a Head Paraplanner to lead the paraplanning team. The role focuses on overseeing workflow, quality, and collaboration with the Partner and Advisers on complex cases.

You should have strong IHT and estate planning knowledge, a Level 4 Diploma PFS, and experience mentoring others. The role is based in Ashby De La Zouch and offers an opportunity to shape the function within a high-calibre Wealth Management