Senior Paraplanner / Office Manager
Location: Nottingham Business Park (Hybrid working available)
Salary: Up to £50,000 per annum (depending on experience)
Job Type: Full-time, Permanent
The Opportunity
A well-established Wealth Management firm based in Nottingham is seeking a Senior Paraplanner / Office Manager to join their team in a broad and varied role combining Paraplanning, Operational Management, and Compliance responsibilities.
This is an excellent opportunity for an experienced Paraplanner looking to step into management — or for someone with a background in Operations or Compliance within financial services who also has experience with suitability reports or report writing.
Role Responsibilities
* Oversee day-to-day operations and support the adviser team
* Manage FCA regulatory reporting and compliance requirements
* Supervise internal policies, payroll, insurance, and client documentation
* Lead and support a small admin/paraplanning team
* Conduct 1:1s, team meetings, appraisals, and training
* Draft or review suitability reports and conduct file checks where required
* Manage software licences, supplier contracts, and office operations
* Coordinate provider communications, internal updates, and meeting agendas
What We’re Looking For
You may be:
* An experienced Paraplanner ready to step into a leadership/operations role
* A current Operations or Paraplanning Manager with strong technical understanding
* A Compliance professional with some experience in report writing
Essential:
* Background in financial planning/wealth management
* Strong organisational and communication skills
* Familiarity with FCA regulations and compliance processes
* Confident using Microsoft Office and financial planning tools
Desirable:
* Level 4 Diploma in Financial Planning (not essential)
What’s on Offer
* Salary up to £50,000 (depending on experience)
* Hybrid working (2–3 days in office)
* Flexitime
* Free on-site parking
* Friendly and professional team environment
* Long-term progression and development