Paraplanning Manager - Internal Only

Paraplanning Manager
Department: Paraplanning
Employment Type: Full-Time
Location: UK-wide (Hybrid with occasional travel)
Salary: Band D

About the Role

We’re looking for an experienced and inspiring Paraplanning Manager to lead, mentor, and empower a national team of paraplanners. In this key operational role, you’ll be responsible for maintaining exceptional service levels, supporting training and development, and driving continuous process improvement.

You’ll also play a pivotal role in enhancing team performance, delivering internal project work, and identifying ways to improve efficiency — all while upholding a high standard of client delivery.

Key Responsibilities

Team Management

• Conduct regular 1:1s and performance reviews


• Allocate workloads and oversee team resource planning


• Lead team meetings, sharing key updates and aligning team goals


• Resolve quality assurance issues in collaboration with internal stakeholders


• Identify trends, troubleshoot process blockers, and drive continuous improvement

Training & Onboarding

• Play a lead role in recruiting and onboarding new paraplanners


• Develop training plans and maintain development records


• Deliver structured training across Radiant offices as required


• Monitor performance of new starters and support their transition to full sign-off

Projects & Process Development

• Support the Head of Paraplanning with business-critical projects


• Maintain and update suitability report templates using document design software (training provided)


• Proactively assess team operations and implement process efficiency improvements

Data & Reporting

• Produce MI from Intelligent Office and Excel to track productivity and KPIs


• Run and interpret monthly performance reports


• Present actionable insights to leadership and participate in board-level reporting discussions

Consumer Duty
Ensure understanding and practical application of the four FCA Consumer Duty pillars:

• Consumer Understanding


• Price and Value


• Product and Services


• Consumer Support

What We’re Looking For

Experience & Qualifications

• Proven experience managing teams within financial planning or paraplanning


• Sound technical knowledge of report writing, advice processes, and compliance standards


• Strong working knowledge of Intelligent Office and Excel, or a willingness to develop quickly

Skills & Attributes

• Natural team leader with strong coaching and communication skills


• Proactive problem solver and confident project contributor


• Excellent organisational abilities and a keen eye for process efficiency


• Comfortable working independently and across multidisciplinary teams


• Flexible to travel across Radiant offices as needed

What’s In It For You?

• 28 days holiday plus bank holidays


• Hybrid working with flexibility built-in


• 2:15pm finish every Friday


• Additional day off for your birthday


• Income protection cover for up to 5 years


• MediCash benefits including 24/7 GP access and retail discounts


• 4x salary death-in-service cover


• 5% employer-matched pension contributions


• Access to the Radiant Academy for training and professional growth


• Competitive performance-related bonus scheme