Paraplanning Manager
other jobs NJR Recruitment
Added before 8 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- Salary negotiable
Job Description:
Paraplanning Manager
Location: Leicestershire (Hybrid – 1 day WFH after probation)
Salary:
Full-Time | Permanent | 37.5 Hours per Week
NJR Recruitment is delighted to be representing a leading financial planning firm in their search for a Paraplanning Manager to join their thriving and growing organisation. This is an exceptional leadership opportunity for a qualified and technically strong professional to lead a high-performing paraplanning team, driving operational efficiency and excellence in client service.
Our Client offer a friendly and family orientated working environment, you will be responsible for playing a Senior role within the firm reporting to the Director, you will responsible for Managing a small team of Paraplanners to ensure the process remains seamless.
What’s on Offer
*Competitive salary (DOE & qualifications)
*1 day WFH per week after probation
*Modern offices with free on-site parking
*Supportive and collaborative company culture
Key Responsibilities
*Lead and manage a team of paraplanners and outsourced support providers
*Oversee workflow allocation, prioritisation, and delivery to deadlines
*Drive process improvement and quality assurance across the department
*Produce high-quality, compliant suitability reports and technical research
*Support advisers throughout the advice process and handle technical queries
*Stay up to date with product, technical, and regulatory changes
*Mentor and develop team members, conducting performance reviews and recruitment
What We’re Looking For
*Level 4 Diploma qualified (or close to completion)
*Proven experience in a paraplanning leadership or supervisory role
*Strong technical knowledge of financial products and planning tools
*Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office
*Organised, adaptable, and committed to high standards of accuracy
What’s on Offer
*Competitive salary (DOE & qualifications)
*1 day WFH per week after probation
*Modern offices with free on-site parking
*Supportive and collaborative company culture
Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm.
Please quote REF:NJR15984
Location: Leicestershire (Hybrid – 1 day WFH after probation)
Salary:
Full-Time | Permanent | 37.5 Hours per Week
NJR Recruitment is delighted to be representing a leading financial planning firm in their search for a Paraplanning Manager to join their thriving and growing organisation. This is an exceptional leadership opportunity for a qualified and technically strong professional to lead a high-performing paraplanning team, driving operational efficiency and excellence in client service.
Our Client offer a friendly and family orientated working environment, you will be responsible for playing a Senior role within the firm reporting to the Director, you will responsible for Managing a small team of Paraplanners to ensure the process remains seamless.
What’s on Offer
*Competitive salary (DOE & qualifications)
*1 day WFH per week after probation
*Modern offices with free on-site parking
*Supportive and collaborative company culture
Key Responsibilities
*Lead and manage a team of paraplanners and outsourced support providers
*Oversee workflow allocation, prioritisation, and delivery to deadlines
*Drive process improvement and quality assurance across the department
*Produce high-quality, compliant suitability reports and technical research
*Support advisers throughout the advice process and handle technical queries
*Stay up to date with product, technical, and regulatory changes
*Mentor and develop team members, conducting performance reviews and recruitment
What We’re Looking For
*Level 4 Diploma qualified (or close to completion)
*Proven experience in a paraplanning leadership or supervisory role
*Strong technical knowledge of financial products and planning tools
*Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office
*Organised, adaptable, and committed to high standards of accuracy
What’s on Offer
*Competitive salary (DOE & qualifications)
*1 day WFH per week after probation
*Modern offices with free on-site parking
*Supportive and collaborative company culture
Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm.
Please quote REF:NJR15984
Job number 2731119
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Company Details:
NJR Recruitment
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