Paraplanning Manager

Paraplanning Manager – Leading Wealth Management Firm | Hybrid Working | Career Progression

Join one of the UK’s most respected Wealth Management firms—renowned for delivering bespoke financial planning to high-net-worth and mass affluent individuals and families. This is your opportunity to become part of a forward-thinking, values-driven team that is shaping the future of financial advice.

Salary: Up to £68,000 DOE + Bonus + Comprehensive Benefits

With a modern hybrid working policy, a commitment to professional development, and the chance to work alongside some of the UK’s top Financial Advisers, this is the ideal next step for an experienced Paraplanner with supervisory experience ready to lead and grow.

As Paraplanning Manager, you’ll lead a high-performing paraplanning team supporting Financial Planners in delivering exceptional client outcomes. You’ll be pivotal in driving quality, consistency, and operational efficiency across the paraplanning function—while also mentoring junior team members and shaping best practices.

This role offers:

• Clear career progression into senior leadership
• Collaboration with Chartered and Certified Financial Planners
• Involvement in shaping strategic planning and compliance
• Hybrid flexibility and a genuinely supportive team culture

Responsibilities

• Manage and develop a team of paraplanners, ensuring a high standard of output
• Oversee workflow, capacity planning, and team performance metrics
• Ensure suitability reports and research meet compliance and regulatory standards
• Collaborate closely with Financial Advisers to support complex client cases
• Lead on recruitment, training, and development within the paraplanning team
• Act as a key point of contact for technical queries and policy implementation
• Contribute to continuous improvement in operational efficiency and client experience

Requirements

• Diploma Level 4 Qualified (Level 6/Chartered desirable)
• Proven experience as a Senior Paraplanner or Paraplanning Manager
• Deep understanding of FCA regulatory requirements and suitability report writing
• Skilled in managing and mentoring high-performing teams
• Exceptional communication, organisational, and analytical skills
• Experience using financial planning software (e.g., Intelligent Office, Voyant, FE Analytics)

Benefits

• Hybrid working (3 days per week in office)
• Funded qualifications & CPD support
• Collaborative, values-led culture
• Clear pathways for progression into senior leadership
• Private healthcare, pension scheme, and life assurance
• Regular team events and well-being initiatives