Office Manager / Senior Paraplanner
Bourne End, Buckinghamshire
£55,000 – £65,000 depending on experience
Full-Time | Office-Based
A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team.
This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management.
The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm’s growth.
The Role
This position will involve a mixture of:
* Writing and reviewing complex suitability reports
* Managing the advice process through to completion
* Supporting Financial Planners with technical case preparation
* Overseeing day-to-day office operations
* Supervising and mentoring administrators/paraplanners
* Ensuring high standards of compliance and client servicing
The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients.
Candidate Requirements
The ideal candidate will have:
* Minimum 5 years’ experience within Financial Services
* Level 4 Diploma qualified (DipPFS or equivalent)
* Previous Senior Paraplanning experience
* Managerial or supervisory experience
* Strong technical knowledge across financial planning
* Experience using Intelligent Office (I.O.) and industry platforms
* Excellent communication and organisational skills
* High attention to detail and a proactive approach
What’s on Offer
* £55,000 – £65,000 salary depending on experience
* Full-time permanent position
* Friendly and supportive working environment
* 24 days holiday plus bank holidays
* Enhanced employer pension contributions
* Long-term progression and the opportunity to play a significant role within a respected independent firm
For further information or to express interest in the opportunity, please apply or get in touch directly.