Financial Planning Support Manager- Hybrid

Job Title: Financial Planning Support Manager
Location: Bristol (Hybrid Working Available)

I'm working with a respected financial planning firm to recruit a Financial Planning Support Manager to lead their paraplanning and administration teams in Bristol.

Reporting to the COO, you'll be responsible for the day-to-day management of financial planning support functions, driving operational efficiency, ensuring compliance, and supporting ongoing M&A integration. This is a key leadership role within a collaborative and client-focused business.

• Lead and develop the paraplanning and administration teams

• Monitor workflows and service standards (SLAs/KPIs)

• Improve systems and processes to enhance adviser and client experience

• Support the integration of teams from recent acquisitions

• Ensure regulatory compliance and act as a point of escalation for operational issues

• Oversee systems such as Dynamics 365 and Intelligent Office

• Report regularly to senior management on team performance and progress

• Experienced leader in financial services, ideally with a paraplanning or client support background

• Strong understanding of FCA compliance requirements

• Tech-savvy, process-driven, and a confident communicator

• Ideally Level 4 qualified or working towards this

• Competitive salary + private medical, pension & bonus

• 25 days holiday + bank holidays

• Hybrid working (typically 2-3 days in-office)

• Supportive, growing firm with a focus on long-term development

Interested?
Get in touch to find out more or send over your CV for a confidential chat.