Paraplanning Manager

Paraplanning Manager

Location Bromsgrove (Hybrid)

Salary up to £70,000

W are working with a well renowned Financial Planning business who are looking for a Paraplanning Manager for their Bromsgrove office. In the role you will oversee a team of Paraplanners ranging in experience levels from Trainee to Senior, ensuring accurate and high quality research and financial planning reports are provided for Financial Advisers and clients.

The ideal candidate for this role will have a strong technical paraplanning background, Level 4 diploma in regulated Financial Planning and experience in team management.

Key Responsibilities of Paraplanning Manager

• Lead, manage, and develop a high-performing team of paraplanners.
• Oversee workflow, staffing, and quality control to ensure SLAs and compliance standards are met.
• Provide ongoing coaching, feedback, and training support.
• Monitor report quality, turnaround times, and adherence to internal processes.
• Ensure compliance with company policies and FCA regulations.
• Identify and implement process improvements.
• Support the team with technical and complex calculations.
• Contribute to wider paraplanning management and operational projects.

What's On Offer

• Salary up to £70,000
• Annual Discretionary bonus (up to 10%)
• Hybrid working (3 days in the office, 2 days from home)
• 35 hour working week, flexible start and finish times
• 26 days annual eave + bank holidays
• Enhanced pension contributions

If you are interested in the Paraplanning Manager position then apply today and, if suitable, one of our colleagues will be in touch within 24 hours.

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