Paraplanning and Operations Manager

About the Company Our client is a long-established independent financial planning firm with an excellent reputation for delivering high-quality, client-focused advice. With a loyal client base built over decades and a strong emphasis on professionalism, technical excellence and personal service, the business is entering an exciting phase of succession planning and growth. This appointment will play a key role in supporting the continued success of the firm while helping shape its future operational structure.

Role Summary This is an opportunity for an experienced paraplanning professional to step into a broader leadership position, combining advanced technical work with operational oversight and team management. The successful candidate will support advisers, mentor a small team and take ownership of key office functions, contributing directly to the firm's long-term growth and stability.

Key Responsibilities • Oversee day-to-day office operations, helping ensure the smooth running of the business

• Produce and review complex suitability reports, utilising your technical expertise


• Manage the advice process from recommendation through to implementation


• Mentor and support a team of administrators and paraplanners, driving performance and development


• Ensure compliance with regulatory requirements, policies and procedures


• Assist with broader business management responsibilities, including operational improvements and team coordination

Requirements • Level 4 Diploma in Financial Planning (or equivalent)

• Strong paraplanning and technical financial planning knowledge


• Previous supervisory, management or team leadership experience


• Experience using industry platforms and back-office systems


• Excellent attention to detail and report-writing capability


• Strong communication skills with both clients and colleagues

If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.

Benefits: 24 days holiday plus bank holidays, pension scheme with enhanced employer contributions, death in service benefit

Related Job Titles: Senior Paraplanner, Technical Paraplanner Manager, Paraplanning Team Leader, Operations Manager (Financial Planning), Practice Manager

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