Paraplanner Manager - London - Hybrid - Salary up to £75k + benefits (US)

  • Financial Divisions
  • Sep 23, 2025
Full time Banking Finance

Job Description

Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business.

What You'll Do

  • Lead and inspire technical teams to deliver outstanding client service.
  • Drive continuous improvement in processes and workflows.
  • Collaborate with senior leaders to implement strategic initiatives.
  • Manage performance, training, and development across multiple teams.
  • Ensure compliance with FCA regulations and internal standards.
  • Act as a key liaison between client services and commercial teams.

What We're Looking For

  • Proven leadership experience in financial services.
  • Strong understanding of financial planning strategies and FCA compliance.
  • Level 4 Diploma in Financial Planning (or equivalent).
  • Proficiency in financial planning software (e.g., Intelliflo).
  • Excellent communication, coaching, and change management skills.
  • Ability to travel between office locations as needed.

Why Join Us?

  • Be part of a forward-thinking, client-focused organisation.
  • Lead talented teams in a collaborative and values-driven environment.
  • Influence change and shape the future of client service delivery.

Please email your CV to Ursula Sloan at Financial Divisions