Job Title: Financial Planning Support Manager
Location: Bristol (Hybrid Working Available)
I'm working with a respected financial planning firm to recruit a Financial Planning Support Manager to lead their paraplanning and administration teams in Bristol.
Reporting to the COO, you'll be responsible for the day-to-day management of financial planning support functions, driving operational efficiency, ensuring compliance, and supporting ongoing M&A integration. This is a key leadership role within a collaborative and client-focused business.
Key Responsibilities:
* Lead and develop the paraplanning and administration teams
* Monitor workflows and service standards (SLAs/KPIs)
* Improve systems and processes to enhance adviser and client experience
* Support the integration of teams from recent acquisitions
* Ensure regulatory compliance and act as a point of escalation for operational issues
* Oversee systems such as Dynamics 365 and Intelligent Office
* Report regularly to senior management on team performance and progress
About You:
* Experienced leader in financial services, ideally with a paraplanning or client support background
* Strong understanding of FCA compliance requirements
* Tech-savvy, process-driven, and a confident communicator
* Ideally Level 4 qualified or working towards this
What’s On Offer:
* Competitive salary + private medical, pension & bonus
* 25 days holiday + bank holidays
* Hybrid working (typically 2-3 days in-office)
* Supportive, growing firm with a focus on long-term development
Interested?
Get in touch to find out more or send over your CV for a confidential chat.