Paraplanner Manager

Free up the Director to focus on clients, take ownership of your team, and redefine processes for a leading Wealth Management firm.

Are you ready to step into a pivotal leadership role that combines strategy, innovation, and team development? We’re seeking a Paraplanning Manager to drive success within a prestigious Financial Planning company, managing a team that supports Wealth Planners who work with High Net Worth (HNW) clients.

Salary up to £60,000 and hybrid working 3 days in the office 2 from home. 

Do you thrive on:

• Creating a positive team culture where collaboration and learning from one another drive success?
• Striving for excellence and delivering exceptional outcomes consistently?
• Inspiring and developing talent, helping others realise their potential?
• Embracing innovation, including leveraging AI to enhance efficiencies in processes like suitability reports?
• Demonstrating excellent technical expertise, backed by a Diploma and experience managing a Paraplanner team?

If this resonates, we want to hear from you!

As Paraplanning Manager, you’ll play a crucial role in:

• Building and developing a high-performing team: Recruit, manage, train, and mentor Paraplanners to support IFA's across the business.
• Enhancing processes and standards: Ensure high-quality, timely report writing and adherence to compliance procedures.
• Nurturing talent: Mentor and develop aspiring Paraplanners from a talent pipeline and subs bench.
• Driving innovation: Identify and implement cutting-edge tools and processes, including AI, to boost efficiency and accuracy.
• Supporting strategic goals: Work closely with the Managing Director to contribute to regional and practice-wide initiatives.
• Owning risk management: Act as a Paraplanning risk champion and oversee the RCSA process.

• A culture of compassion and flexibility: Work for a company that values its people, respects individuality, and encourages growth.
• Opportunities for progression: Training and support to realise your full potential.
• A collaborative environment: Join a team of like-minded professionals driven by a shared commitment to excellence.
• Long-term career prospects: Be part of a business where people stay and thrive for the long term.

This is your chance to redefine processes, embrace innovation, and create a thriving team within one of the UK’s leading Wealth Management firms.

Apply today and take the next step in your career as a Paraplanning Manager.