Full job descriptionParaplanning Manager
Our client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team. This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business.
As Paraplanning Manager, you will lead and develop the firm’s paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers. You’ll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business.
Key responsibilities:
*Managing and developing the paraplanning team
*Providing technical guidance and quality assurance across client recommendations and reports
*Supporting advisers with complex financial planning cases
*Reviewing and enhancing paraplanning processes and workflows
*Ensuring compliance with regulatory and internal standards
What’s on offer:
*Leadership role within a respected and established wealth management firm
*Opportunity to manage and mentor a team of paraplanners
*Hybrid working arrangement, including 2 days working from home
*27 days annual leave plus bank holidays
*9% employer pension contribution
*Supportive culture with a strong reputation in the market
*Long-term career progression opportunities
Requirements:
*Significant paraplanning experience within a financial planning or wealth management environment
*Previous experience leading, mentoring, or managing paraplanners
*Strong technical knowledge across pensions, investments, protection, and retirement planning
*Excellent communication and stakeholder management skills
*Level 4 Diploma qualified (or working towards Chartered status would be advantageous)
If you’re interested in learning more about this opportunity, we’d be delighted to arrange a confidential discussion.