Job Description
Paraplanning Manager – Full-Time, Permanent
Full-Time, Permanent
Hybrid
Up to £67,380
A leading independent financial advisory and wealth management firm is seeking a Paraplanning Manager to oversee and support a team of paraplanners. This is a full-time, permanent opportunity offering hybrid working, a competitive salary, and a comprehensive benefits package.
Purpose of the Role
To lead and manage the paraplanning team, ensuring the delivery of timely, accurate, and high-quality financial planning research and reports. The role involves being a key point of contact for team queries, supporting training and development, and contributing to projects beyond day-to-day client work.
Key Responsibilities
* Develop and manage a high-performing paraplanning team, identifying training needs and supporting professional growth.
* Oversee team workflow, ensuring adherence to service level agreements (SLAs) and performance metrics.
* Conduct regular quality checks on reports and processes, providing feedback and coaching to enhance service delivery.
* Ensure compliance with standard operating procedures and relevant financial regulations.
* Participate in team projects and meet associated deadlines.
* Identify and implement process improvements within the team.
Ideal Candidate Profile
* Holds a Diploma in Financial Planning (minimum requirement).
* Demonstrates strong knowledge and experience in personal financial planning and report construction.
* Has experience in an independent financial advisory (IFA) environment, with a track record of delivering constructive feedback.
* Possesses high accuracy and attention to detail in both written and numerical work.
* Proficient in Microsoft Office applications.
Benefits and Perks
* Up to £67,380 depending on experience
* Flexible working options
* Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service.
* Social perks including annual Christmas and Summer parties.
* Contributory pension scheme - Employee contribution of 4%, employer contribution of 5%
* Death-in-service benefit - X 4
* Discretionary annual bonus following completion of a year’s service.
* Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships.
* Professional development opportunities with tailored learning and development programmes.
* Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses.
To apply for this Paraplanner Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Synonyms
Financial Planning Assistant, Wealth Management Assistant, Financial Planning Support Specialist, Associate Financial Planner, Planning Analyst, Technical Financial Planner, Financial Planning Coordinator