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Paraplanning manager

Hedge End
Manager
£40,000 - £47,500 a year
Posted: 4 September
Offer description

Role: Paraplanning Manager / Senior Paraplanner Location: Southampton / Hedge End / Hybrid Contract: Full-time, Permanent Salary: £40,000 – £47,500 Bonus & Benefits About the Paraplanning Manager Role Solid Recruitment are proud to be working with Our Client, a growing business supporting St. James’s Place Partner Practices. We’re seeking a Paraplanning Manager to lead and develop the Paraplanning division. This is a key leadership role that combines hands-on technical work with team management, training, and development. Key Responsibilities * Write high-quality Suitability Reports & technical letters * Produce illustrations, review, and drawdown reports * Carry out tax calculations, critical yield & technical analysis * Lead, support, and develop the Paraplanning team * Check accuracy of technical outputs * Deliver training & technical support to clients and colleagues * Maintain effective systems, processes, and compliance About You They’re looking for a detail-focused Paraplanner ready to step into leadership. Essential: * Strong Paraplanning background within St. James’s Place * Excellent technical knowledge across financial products * Great written & verbal communication * High proficiency in Microsoft Word & Excel * Organised and efficient under pressure Preferred: * Leadership/management experience (training & checking work) * Diploma qualified (CII Level 4 / LIBF equivalent) * Experience with Salesforce, Aptus, iBusiness, FE Analytics, Voyant Why Join? * Leadership opportunity – head up a growing Paraplanning team * Hybrid working – blend of home & office flexibility * Career development – exposure to varied clients and cases * Supportive environment – collaborative, growth-focused culture

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