22 hours ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from IDEX Consulting Ltd
Senior Consultant • Wealth Management & Financial Services Recruitment Specialist • Career Coach • Let's Connect!
Paraplanning Manager
Location: Hybrid- 3 days in the office (Bromsgrove)
Salary: Up to £65,000 + Bonus
Contract: Full-time, Permanent
A highly respected, independent financial advisory and wealth management firm is seeking a skilled and motivated Paraplanning Manager to lead and develop its paraplanning function. This is a fantastic opportunity for a qualified professional with leadership experience to join a forward-thinking business in a pivotal role.
You’ll manage a team of paraplanners to ensure the timely and high-quality delivery of research and financial planning reports. Based in the Bromsgrove office (3 days per week), this hybrid role combines hands-on technical expertise with leadership and process ownership.
Key Responsibilities
* Lead, coach, and develop a high-performing paraplanning team, identifying training needs and supporting individual development.
* Oversee workflow to ensure adherence to service level agreements (SLAs), KPIs, and regulatory standards.
* Monitor the quality and consistency of reports, providing feedback and coaching to maintain high standards.
* Act as a key point of contact for paraplanning queries and support newer team members through structured onboarding and mentoring.
* Collaborate on team-wide and cross-departmental projects, meeting set deadlines and contributing to firm-wide improvements.
* Continually assess and enhance internal processes to drive operational efficiency and client service delivery.
* Ensure team compliance with FCA regulations and internal procedures.
What We're Looking For
* Strong experience in a paraplanning or financial planning environment, ideally within an IFA setting.
* Proven leadership or supervisory experience, with the ability to provide constructive feedback and drive performance.
* Excellent attention to detail, analytical thinking, and written/numerical skills.
* A collaborative mindset and a passion for delivering exceptional support to advisers and clients.
* Competency in Microsoft Office and relevant financial planning software/tools.
What’s on Offer
* Competitive salary up to £65,000 + discretionary bonus
* Hybrid working model- 3 days in the Bromsgrove office, 2 from home
* 25 days holiday + birthday off + buy/sell scheme + additional days for long service
* Contributory pension scheme and death-in-service benefit
* Health & wellbeing support via MediCash- cashback on health treatments and lifestyle perks
* Access to discounts from leading retailers and supermarkets
* Career progression through tailored learning and development programmes
* Regular social events including summer and Christmas parties
If you're ready to step into a leadership role where you can shape a team, enhance client outcomes, and contribute to a growing firm, we’d love to hear from you.
Apply now to register your interest and take the next step in your career as a Paraplanning Manager.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
Referrals increase your chances of interviewing at IDEX Consulting Ltd by 2x
Sign in to set job alerts for “Financial Services Manager” roles.
Birmingham, England, United Kingdom 5 months ago
Bromsgrove, England, United Kingdom 1 month ago
Cash & Banking Manager (Client Finance - Birmingham)
Birmingham, England, United Kingdom 1 week ago
Cash & Banking Manager (Client Finance - Birmingham)
Birmingham, England, United Kingdom 1 week ago
Bromsgrove, England, United Kingdom 3 weeks ago
Transaction Services - Financial Due Diligence - Senior Manager
Birmingham, England, United Kingdom 3 days ago
Worcestershire, England, United Kingdom 1 day ago
Worcester, England, United Kingdom 1 week ago
Audit Quality Review & Support Team Senior Manager - Financial Services
Birmingham, England, United Kingdom 1 day ago
Birmingham, England, United Kingdom 2 weeks ago
Financial Accounting and Advisory Services Manager
Birmingham, England, United Kingdom 2 weeks ago
Finance Manager - Group Reporting and Accounting
Coventry, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 1 week ago
Finance Manager - Group Reporting and Accounting
Coventry, England, United Kingdom 1 day ago
Worcester, England, United Kingdom 3 hours ago
Transaction Advisory Services, Sale and Purchase Agreement Manager/AD
Birmingham, England, United Kingdom 1 week ago
Worcester, England, United Kingdom 1 week ago
Coventry, England, United Kingdom 1 week ago
Productivity Director: Supply Chain Optimisation
Birmingham, England, United Kingdom 1 day ago
Inside Sales Account Manager Opportunities in Birmingham
Birmingham, England, United Kingdom 2 days ago
West Midlands, England, United Kingdom 6 days ago
Worcester, England, United Kingdom 6 days ago
Walsall, England, United Kingdom 6 hours ago
Great Malvern, England, United Kingdom 2 weeks ago
Birmingham, England, United Kingdom 15 hours ago
Regional Manager - Automotive Finance Solution
Birmingham, England, United Kingdom 5 days ago
Droitwich Spa, England, United Kingdom £45,000.00-£50,000.00 4 days ago
Birmingham, England, United Kingdom 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr