Paraplanning and Operations Manager

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.

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.

• 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

• 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