Job Title: Office Manager – Financial Planning

Location: Worcestershire

Salary: £45,000 – £55,000+ DOE

We are working with a well-established, independent financial planning firm with a close-knit team seeking a technically experienced Office Manager to play a vital leadership role within their open-plan head office.

This is a hands-on, strategic, and people-focused role that will suit a senior paraplanner, office manager, compliance officer or operations lead ready to step into a key management position. The successful candidate will be the technical "go-to", supporting advisers and paraplanning team as well as managing business support while working closely with the directors.

Key Responsibilities:

• Manage and develop the paraplanning and business support teams
• Act as a central point of contact for internal queries and technical support
• Oversee recruitment, training, performance reviews, and staff development
• Streamline workflows, improve productivity, and manage team KPIs
• Support on FCA compliance (including Consumer Duty) and liaise with the Compliance Manager
• Lead internal projects and contribute to commercial decision-making
• Ensure effective use of back-office systems and reporting tools
• Work directly with directors to drive operational strategy

Requirements:

• Strong background in paraplanning or compliance within financial planning
• Experience managing or mentoring teams
• Ideally holds the Level 4 Diploma in Regulated Financial Planning (or working towards it)
• Skilled in Intelligent Office, Word, Excel, Outlook (platform experience with Quilter, Abrdn, Elevate advantageous)

Benefits:

• Competitive salary dependent on experience
• 35-hour working week (early Friday finish)
• 26 days holiday bank holidays
• End-of-year bonus structure
• 3x Death in Service cover
• Nest pension scheme
• Exams and qualifications fully funded
• Free on-site parking

This is a rare opportunity to join a respected and collaborative firm in a senior operational role where your input will make a real difference. If you're ready to take that next step in your financial planning career, we’d love to hear from you.