Job Description
Paraplanning Manager
Hybrid (Bromsgrove / Remote)
£65,000 per annum
About the Role
My Client is looking for an experienced and motivated Paraplanning Manager to lead our paraplanning team and support the delivery of high-quality financial planning services. This is a hybrid role, offering the flexibility to work both from home and our Bromsgrove office.
As Paraplanning Manager, you’ll take responsibility for managing a team of paraplanners, overseeing suitability reports, and ensuring all advice meets regulatory requirements. This is a fantastic opportunity for a financial planning professional who wants to combine technical expertise with leadership and process improvement.
Key Responsibilities
* Lead and manage a team of paraplanners, providing coaching, guidance, and performance management.
* Oversee the production of suitability reports and technical research.
* Ensure compliance with FCA regulations and company standards.
* Work closely with advisers to deliver excellent client outcomes.
* Review processes and introduce improvements to increase efficiency and accuracy.
* Provide technical expertise on complex financial planning cases.
* Support the training and professional development of paraplanners.
About You
* Proven experience as a senior paraplanner or Paraplanning Manager.
* Strong technical knowledge across pensions, investments, protection, and holistic financial planning.
* Excellent leadership skills with the ability to motivate, coach, and develop a team.
* Level 4 Diploma in Regulated Financial Planning (or equivalent) required; Chartered status (or working towards) desirable.
* Highly organised with strong attention to detail.
* Effective communicator with advisers and support staff alike.
What We Offer
* Competitive salary of £65,000 per annum
* Hybrid working (home and Bromsgrove office)
* A chance to shape and develop a growing paraplanning function
* Support with ongoing professional development and qualifications
* Collaborative and supportive working environment
If you are an ambitious Paraplanning Manager who is passionate about leading a team and delivering excellent financial planning outcomes, we’d love to hear from you.