Full job descriptionAre you an experienced Paraplanning Manager seeking your next leadership opportunity in this Paraplanning Manager job?


Our client, a growing national IFA firm, has a Paraplanning Manager position to lead and develop their paraplanning team. This is a genuine people management role where you’ll be responsible for driving team performance, development and operational excellence.


As Paraplanning Manager, you’ll take full ownership of your team’s growth and success. Your day-to-day will focus on:


• Conducting regular 1-1s and performance appraisals with your team
• Identifying training needs and delivering upskilling programmes to enhance capabilities
• Supporting your team on complex case work and providing technical guidance
• Managing workflow and resolving operational challenges efficiently
• Recruiting and onboarding new team members as the business expands
• Coaching and mentoring Paraplanners to achieve their full potential
• Ensuring the team consistently delivers high-quality research and reports


This Paraplanning Manager role is perfect for someone with a strong paraplanning background who’s passionate about people development and ready to make a real impact in a leadership position.


Paraplanning Manager Requirements


• Essential: Level 4 Diploma in Financial Planning
• Essential: Proven people management experience leading a team of Paraplanners
• Essential: Strong background in paraplanning within an IFA environment
• Desirable: Experience with team recruitment and development initiatives
• Desirable: Track record of implementing process improvements


The Company


Our client is an established national IFA firm experiencing continued growth. They’re committed to investing in their people and creating a supportive environment where professional development is actively encouraged. This Paraplanning Manager position offers the opportunity to lead and shape a high-performing, well-supported paraplanning function.


Paraplanning Manager Benefits


• Competitive salary dependent on experience
• Hybrid working: 3 days office-based in Bromsgrove
• Contributory pension scheme
• Professional development and career progression support


Location


Candidates should be within commutable distance of Bromsgrove for the office-based days.


Ready to take the next step in your paraplanning career? Apply now to discuss this exciting Paraplanning Manager opportunity!


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