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Financial Planning Support Manager
Posted 5 hours ago by Ortus PSR Ltd.
Lead the Backbone of a Top-Tier Wealth Firm - Financial Planning Support Manager £65,000 - £80,000 Bristol / Hybrid
Are you a proactive leader with a sharp eye for operational excellence in financial planning? Join a respected UK-wide wealth management firm as their new Financial Planning Support Manager and take the reins of a high-performing admin and paraplanning team that powers top-tier financial advice.
About the Role
This is a pivotal role overseeing the day-to-day operations of the financial planning support function, ensuring the smooth delivery of client-centric, compliant, and efficient support services. You'll be central to enabling financial planners to focus on what they do best-advising clients.
From integrating teams post-M&A to streamlining back-office systems and workflows, this position offers the scope to make a strategic impact.
Salary & Benefits
- £65,000 - £80,000 per annum (dependent on experience)
- Private Medical Insurance
- Generous Pension Contribution
- 25 Days Holiday + Bank Holidays
- Flexible Hybrid Working Options
- Ongoing Professional Development Support (CII/CISI)
- Opportunity to shape operational strategy in a high-growth environment
Key Responsibilities
- Lead, mentor, and develop paraplanning and administration team leaders
- Manage resource planning and workload allocation across teams
- Oversee M&A team integrations and process standardisation
- Drive service-level performance, KPIs, and workflow management
- Ensure FCA compliance and act as escalation point for operational queries
- Champion client service excellence and operational best practice
- Oversee CRM and back-office systems (e.g., Microsoft Dynamics 365, Intelligent Office)
- Liaise with product providers to enhance adviser and client outcomes
- Collaborate on strategic operational planning and reporting
What We're Looking For
- Proven leadership experience in a financial services or wealth management setting
- In-depth knowledge of FCA regulations and financial planning operations
- Background in paraplanning or client support is highly advantageous
- Strong familiarity with tools such as Intelligent Office, EValue, Dynamic Planner, or FE Analytics
- CII or CISI qualified (e.g., Level 4 Diploma in Regulated Financial Planning)
- Clear, confident communicator with a process-driven mindset
Location
Based in Bristol, with hybrid working options available for the right candidate.
