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Senior Paraplanner/Office Manager Location:
Nottingham - Hybrid Working: Salary:
up to £50,000 DOE Benefits:
25 days holiday, career progression opportunities plus other benefits
Are you a Level 4-qualified Paraplanner or Administrator ready to step into management? This is your chance to join a well-established Wealth Management firm offering a varied, dynamic role with hybrid working and room to grow. Key Responsibilities Business Management
• Oversee FCA regulatory reporting, compliance, and business policies.
• Manage firm accounts, payroll, and insurance plans.
• Handle client agreements, templates, and Consumer Duty documentation.
• Maintain critical business plans and ensure adherence to industry standards.
Support Team Leadership
• Manage the daily workload of the support team.
• Conduct regular 1:1s, team meetings, and performance reviews.
• Support recruitment, on-boarding, and ongoing training.
• Ensure processes run smoothly and address client or team issues promptly.
• Paraplanner support for IFA,S to include suitability reports and file checks as needed. Office Operations
• Handle office contracts, utilities, and software agreements. • Arrange provider meetings, newsletters, and team communications.
• Organize team and adviser meetings, creating agendas and tracking action points. Ideal Candidate • Qualified Paraplanner: Level 4 minimum
• Leadership Skills: Ready to step into management, with experience supporting teams.
