Paraplanning Manager – Hybrid (Bristol)
Financial Services | Leadership | Change & Growth
An exciting opportunity has arisen with a rapidly expanding wealth management group undergoing significant growth through strategic acquisitions. The business combines the energy of a modern, fast-scaling organisation with the stability of private equity backing.
We are seeking an experienced Paraplanning Manager to lead, support, and develop a high-performing team of around 13 paraplanners, based across multiple UK locations. This role is central to ensuring the delivery of high-quality technical support to advisers and clients, while helping guide the team through an evolving landscape shaped by continued M&A activity.
This is a hybrid position, with 3 days per week in the Bristol office and 2 days working from home.
The Role
You will be responsible for:
Team Leadership & Development
* Managing, mentoring, and developing a geographically dispersed paraplanning team
* Conducting performance reviews and driving continuous improvement
* Promoting a positive, supportive, and resilient team culture
Workload & Quality Management
* Managing workflow and task allocation
* Prioritising workloads effectively to meet internal SLAs
* Ensuring high-quality output with first-line checks and FCA-aligned compliance standards
Technical Expertise
* Acting as a technical escalation point for complex queries
* Supporting research, analysis, and report preparation where required
Process & Efficiency Improvements
* Identifying opportunities to streamline operations
* Enhancing systems, processes, and client service delivery
Collaboration
* Working closely with advisers and senior management
* Supporting the team through periods of organisational change
Skills & Experience
* Level 4 Diploma in Financial Planning (essential)
* Proven line management experience within paraplanning (essential)
* Strong understanding of financial planning, products, and FCA requirements
* Excellent communication, organisation, and stakeholder management skills
* A leadership style grounded in integrity, empathy, resilience, and positive influence
What We’re Looking For
We’re keen to speak to individuals who demonstrate:
* Commercial awareness in a growing and acquisitive environment
* A collaborative and innovative mindset
* High professional standards and a commitment to excellence
* The ability to lift, motivate, and guide a team, particularly during times of change
What’s on Offer
* 7% employer pension contribution
* Private medical insurance
* 25 days annual leave + ability to buy and sell leave
* Office closure over Christmas
* Life assurance & health cash plan
* Hybrid working
* Discretionary bonus
* Wellbeing support
If this sounds of interest or you know someone who could be interested, please get in touch today and speak with Samantha - Samantha.durbridge@idexconsulting.com