Paraplanning Manager

The Opportunity

My client is an established and growing independent financial advisory and wealth management business, providing specialist advice and long-term financial solutions to individuals, families and businesses across the UK.

With a substantial team of financial advisers and support professionals, the business is committed to delivering high-quality, client-focused financial planning services and continues to invest in its people, processes and future growth.

An exciting opportunity has arisen for an experienced Paraplanning Manager to lead and develop a team of paraplanners, ensuring the delivery of accurate, high-quality financial planning research and reports in a timely and efficient manner.

This is an excellent opportunity for someone with strong paraplanning experience and proven leadership skills who enjoys developing people, improving processes and maintaining high standards within a fast-paced IFA environment.

The successful candidate will benefit from a competitive salary, a comprehensive benefits package and the opportunity to make a real contribution to the ongoing success of the business.

The Role

As Paraplanning Manager, you will oversee the day-to-day activities of the paraplanning team, providing leadership, guidance and technical support to ensure advisers receive a consistently high standard of service.

You will act as a key point of contact for team queries, support the training and development of new employees, and contribute to wider projects and initiatives aimed at improving operational efficiency and service delivery.

Key Responsibilities

• Team Leadership and Development: Lead, manage and develop a high-performing paraplanning team, identifying individual and collective training needs and supporting ongoing professional development.
• Workflow and Performance Management: Manage team workloads and resources effectively, ensuring service-level agreements (SLAs), turnaround times and key performance indicators are consistently achieved. Escalate issues where appropriate.
• Team Communication: Conduct regular one-to-one meetings, provide constructive feedback and contribute to the organisation and delivery of wider team meetings.
• Quality Assurance: Carry out regular quality checks on financial planning reports, research, turnaround times and compliance with established processes.
• Coaching and Support: Provide guidance, mentoring and constructive feedback to improve technical capability, accuracy and overall service standards.
• Compliance and Procedures: Ensure the team follows relevant standard operating procedures and applicable Financial Conduct Authority (FCA) regulations and requirements.
• Project Support: Participate in team and business-wide projects, ensuring agreed deadlines and deliverables are met.
• Continuous Improvement: Identify opportunities to streamline workflows, improve processes and enhance the overall effectiveness of the paraplanning function.

About You

My client is looking for an experienced paraplanning professional who combines strong technical knowledge with effective people management skills and a commitment to delivering high-quality work.

The ideal candidate will demonstrate:

• A minimum of the Diploma in Financial Planning.
• Proven experience managing, training and mentoring a team effectively.
• A strong understanding of personal financial planning, including financial planning research and report construction.
• Previous experience working within an Independent Financial Adviser (IFA) environment.
• The ability to communicate clearly and provide constructive feedback to support individual and team development.
• Excellent written and numerical skills, with a high level of accuracy and attention to detail.
• A good working knowledge of Microsoft Office applications.
• Strong organisational skills, with the ability to manage competing priorities, monitor performance and meet deadlines.

Salary and Benefits

My client offers a competitive salary alongside a comprehensive package of benefits, including:

• Hybrid and flexible working: A combination of office-based and hybrid working, alongside a competitive annual holiday allowance.
• Holiday options: The opportunity to buy or sell annual leave, an additional day off for your birthday and extra holiday entitlement for long service.
• Pension and life assurance: A contributory pension scheme and death-in-service benefit.
• Annual bonus: Eligibility for a discretionary annual bonus following completion of one year's service.
• Health and wellbeing: Access to a healthcare cashback scheme covering a range of health and wellbeing services, with benefits that may include discounted gym memberships.
• Learning and development: Tailored training and development opportunities to support your professional growth and career progression.
• Employee events: Company-wide social events, including annual summer and Christmas celebrations.
• Retail discounts and additional perks: Access to retailer discounts, cashback offers on everyday purchases and online training resources.