Office Manager / Senior Paraplanner

Bourne End, Buckinghamshire

£55,000 - £65,000 depending on experience

Full-Time Office-Based

A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team.

This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management.

The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm's growth.

This position will involve a mixture of:

• Writing and reviewing complex suitability reports
• Managing the advice process through to completion
• Supporting Financial Planners with technical case preparation
• Overseeing day-to-day office operations
• Supervising and mentoring administrators/paraplanners
• Ensuring high standards of compliance and client servicing

The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients.

The ideal candidate will have:

• Minimum 5 years' experience within Financial Services
• Level 4 Diploma qualified (DipPFS or equivalent)
• Previous Senior Paraplanning experience
• Managerial or supervisory experience
• Strong technical knowledge across financial planning
• Experience using Intelligent Office (I.O.) and industry platforms
• Excellent communication and organisational skills
• High attention to detail and a proactive approach

• £55,000 - £65,000 salary depending on experience
• Full-time permanent position
• Friendly and supportive working environment
• 24 days holiday plus bank holidays
• Enhanced employer pension contributions
• Long-term progression and the opportunity to play a significant role within a respected independent firm

For further information or to express interest in the opportunity, please apply or get in touch directly.