Paraplanner Manager

A highly respected, independent financial advisory and wealth management firm is seeking a skilled and motivated Paraplanning Manager to lead and develop its paraplanning function. This is a fantastic opportunity for a qualified professional with leadership experience to join a forward-thinking business in a pivotal role.
You'll manage a team of Paraplanners to ensure the timely and high-quality delivery of research and financial planning reports. Based in the Bromsgrove office (3 days per week), this hybrid role combines hands-on technical expertise with leadership and process ownership.

Key Responsibilities

• Lead, coach, and develop a high-performing paraplanning team, identifying training needs and supporting individual development.
• Oversee work-flow to ensure adherence to service level agreements (SLAs), KPIs, and regulatory standards.
• Monitor the quality and consistency of reports, providing feedback and coaching to maintain high standards.
• Act as a key point of contact for paraplanning queries and support newer team members through structured on-boarding and mentoring.
• Collaborate on team-wide and cross-departmental projects, meeting set deadlines and contributing to firm-wide improvements.
• Continually assess and enhance internal processes to drive operational efficiency and client service delivery.
• Ensure team compliance with FCA regulations and internal procedures.

What We're Looking For

• Diploma in Financial Planning (minimum qualification requirement).
• Strong experience in a paraplanning or financial planning environment, ideally within an IFA setting.
• Proven leadership or supervisory experience, with the ability to provide constructive feedback and drive performance.
• Excellent attention to detail, analytical thinking, and written/numerical skills.
• A collaborative mindset and a passion for delivering exceptional support to advisers and clients.
• Competency in Microsoft Office and relevant financial planning software/tools.

What's on Offer

• Competitive salary up to £60,000 + discretionary bonus
• Hybrid working model- 3 days in the Bromsgrove office, 2 from home
• 25 days holiday + birthday off + buy/sell scheme + additional days for long service
• Contributory pension scheme and death-in-service benefit
• Health & well-being support via MediCash- cashback on health treatments and lifestyle perks
• Access to discounts from leading retailers and supermarkets
• Career progression through tailored learning and development programmes
• Regular social events including summer and Christmas parties

If you're ready to step into a leadership role where you can shape a team, enhance client outcomes, and contribute to a growing firm, we'd love to hear from you.
Apply now to register your interest and take the next step in your career as a Paraplanning Manager.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.