Full job descriptionAbout the CompanyOur client is a long-established independent financial planning firm with an excellent reputation for delivering high-quality, client-focused advice. With a loyal client base built over decades and a strong emphasis on professionalism, technical excellence and personal service, the business is entering an exciting phase of succession planning and growth. This appointment will play a key role in supporting the continued success of the firm while helping shape its future operational structure.
Role SummaryThis is an opportunity for an experienced paraplanning professional to step into a broader leadership position, combining advanced technical work with operational oversight and team management. The successful candidate will support advisers, mentor a small team and take ownership of key office functions, contributing directly to the firm’s long-term growth and stability.
Key Responsibilities• Oversee day-to-day office operations, helping ensure the smooth running of the business
• Produce and review complex suitability reports, utilising your technical expertise
• Manage the advice process from recommendation through to implementation
• Mentor and support a team of administrators and paraplanners, driving performance and development
• Ensure compliance with regulatory requirements, policies and procedures
• Assist with broader business management responsibilities, including operational improvements and team coordination
Requirements• Level 4 Diploma in Financial Planning (or equivalent)
• Strong paraplanning and technical financial planning knowledge
• Previous supervisory, management or team leadership experience
• Experience using industry platforms and back-office systems
• Excellent attention to detail and report-writing capability
• Strong communication skills with both clients and colleagues
If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.


Benefits: 24 days holiday plus bank holidays, pension scheme with enhanced employer contributions, death in service benefit
Related Job Titles: Senior Paraplanner, Technical Paraplanner Manager, Paraplanning Team Leader, Operations Manager (Financial Planning), Practice Manager