An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators.
This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility.
We are looking for someone with Level 4 Diploma in Financial Planning (DipPFS or equivalent) and experience in a managerial or supervisory role.
The role is office based Monday to Friday and comes with excellent benefits including 24 days holiday, and an enhanced pension.
Responsibilities will include:
* Overseeing the smooth day-to-day running of the office
* Writing complex suitability reports
* Managing the end-to-end advice process
* Ensuring compliance with internal processes and regulatory requirements
* Supporting, mentoring, and supervising a small team
* Working closely with Financial Planners to deliver high-quality client outcomes
Skills/Experience
1. Motivated and detail-oriented with strong technical knowledge and leadership capability
2. A minimum of 5 years' experience in financial services
3. Level 4 Diploma in Financial Planning (DipPFS or equivalent)
4. Experience in a managerial or supervisory role
5. Strong technical understanding of financial...