Job Description
Paraplanning Manager – IFA Sector – Up to £65K Hybrid
Location: Bromsgrove
Salary: Up to £65,000 benefits
Job type: Full-time, permanent
Sector: Financial Services / Independent Financial Advice
About the Role
We are working with a respected IFA firm in Bromsgrove seeking an experienced Paraplanning Manager to lead and develop a high-performing paraplanning team. This is a fantastic opportunity for a qualified paraplanner who enjoys combining technical expertise with people leadership and wants to help shape advice processes across a growing business.
Key Responsibilities
* Lead, mentor, and develop a team of paraplanners to deliver high-quality support to Financial Advisers.
* Oversee suitability reports, technical research, and client recommendations.
* Ensure compliance with FCA regulations and company procedures.
* Work closely with Financial Planners to drive excellent client outcomes.
* Contribute to strategic projects, workflow improvements, and best practice across the advice process.
About You
* Level 4 Diploma in Regulated Financial Planning (or working towards).
* Strong background in paraplanning, with proven technical knowledge.
* Previous leadership or mentoring experience is highly desirable.
* Excellent communication and organisational skills.
* A proactive, detail-oriented approach with a passion for client service.
What’s on Offer
* Up to £65K base salary
* Hybrid working & flexible start times
* Ongoing study support & mentoring opportunities
* Clear career progression, including pathway to Head of Paraplanning
* A supportive culture focused on professional development
Why Join?
This is an exciting opportunity to step into a leadership role where you’ll make a real impact on both client outcomes and team growth. If you’re an ambitious paraplanner ready to take the next step, this role offers both the financial reward and career progression you’re looking for.
How to Apply
Click Apply Now to submit your CV and take the first step toward an excellent new career move.