Paraplanning Manager

Paraplanning 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.