Paraplanning Manager

Hybrid (Bromsgrove / Remote)

£65,000 per annum

About the Role

My Client is looking for an experienced and motivated Paraplanning Manager to lead our paraplanning team and support the delivery of high-quality financial planning services. This is a hybrid role, offering the flexibility to work both from home and our Bromsgrove office.

As Paraplanning Manager, you’ll take responsibility for managing a team of paraplanners, overseeing suitability reports, and ensuring all advice meets regulatory requirements. This is a fantastic opportunity for a financial planning professional who wants to combine technical expertise with leadership and process improvement.

Key Responsibilities

• Lead and manage a team of paraplanners, providing coaching, guidance, and performance management.
• Oversee the production of suitability reports and technical research.
• Ensure compliance with FCA regulations and company standards.
• Work closely with advisers to deliver excellent client outcomes.
• Review processes and introduce improvements to increase efficiency and accuracy.
• Provide technical expertise on complex financial planning cases.
• Support the training and professional development of paraplanners.

About You

• Proven experience as a senior paraplanner or Paraplanning Manager.
• Strong technical knowledge across pensions, investments, protection, and holistic financial planning.
• Excellent leadership skills with the ability to motivate, coach, and develop a team.
• Level 4 Diploma in Regulated Financial Planning (or equivalent) required; Chartered status (or working towards) desirable.
• Highly organised with strong attention to detail.
• Effective communicator with advisers and support staff alike.

What We Offer

• Competitive salary of £65,000 per annum
• Hybrid working (home and Bromsgrove office)
• A chance to shape and develop a growing paraplanning function
• Support with ongoing professional development and qualifications
• Collaborative and supportive working environment

If you are an ambitious Paraplanning Manager who is passionate about leading a team and delivering excellent financial planning outcomes, we’d love to hear from you.