Location
Bristol
Salary £70000 - £80000 TypePermanent WorkplaceOn-Site Ref88385
Job Title: Financial Planning Support Manager
Location: Bristol (Hybrid Working Available)
Im working with a respected financial planning firm to recruit a Financial Planning Support Manager to lead their paraplanning and administration teams in Bristol.
Reporting to the COO, youll be responsible for the day-to-day management of financial planning support functions, driving operational efficiency, ensuring compliance, and supporting ongoing M&A integration. This is a key leadership role within a collaborative and client-focused business.
Key Responsibilities:
1. Lead and develop the paraplanning and administration teams
2. Monitor workflows and service standards (SLAs/KPIs)
3. Improve systems and processes to enhance adviser and client experience
4. Support the integration of teams from recent acquisitions
5. Ensure regulatory compliance and act as a point of escalation for operational issues
6. Oversee systems such as Dynamics 365 and Intelligent Office
7. Report regularly to senior management on team performance and progress
About You:
8. Experienced leader in financial services, ideally with a paraplanning or client support background
9. Strong understanding of FCA compliance requirements
10. Tech-savvy, process-driven, and a confident communicator
11. Ideally Level 4 qualified or working towards this
Whats On Offer:
12. Competitive salary + private medical, pension & bonus
13. 25 days holiday + bank holidays
14. Hybrid working (typically 2-3 days in-office)
15. Supportive, growing firm with a focus on long-term development
Interested?
Get in touch to find out more or send over your CV for a confidential chat.