Paraplanner Manager

Salary up to £70,000 DOE

Bromsgrove, Hybrid, Flexi-hours

An exciting opportunity has arisen for a Paraplanner Manager to join a successful financial planning team based in Bromsgrove.

The successful candidate will take responsibility for managing and developing a team of 8-10 Paraplanners, ensuring the delivery of accurate, compliant and high-quality financial planning research and reports within agreed service levels.

This is a hands-on management role, combining team leadership and development with technical paraplanning expertise. You will act as a key point of contact for the team, supporting with complex queries, coaching and training, whilst also contributing to wider projects and continuous improvement initiatives.

Key responsibilities of Paraplanner Manager

• Lead, manage and develop a team of around 10 Paraplanners, including recruitment and onboarding of new team members.
• Manage day-to-day workflow, staffing and resources so that SLAs and KPIs are consistently met.
• Hold regular one-to-ones, identify training needs, and provide coaching and feedback to improve performance.
• Carry out regular quality checks on reports, turnaround times and process adherence.
• Make sure the team works in line with FCA regulations and company procedures.
• Produce management information on team performance and workflow.
• Provide technical support to the team, including help with tax and complex calculations, and stay up to date with legislation and products.
• Keep Advisers informed with regular case updates and escalate issues where needed.
• Work with the wider paraplanning management team on consistency, process improvements and business projects.

Experience and qualifications

• Diploma in Financial Planning or equivalent (minimum).
• Proven experience managing and developing a paraplanning team, ideally in an IFA or financial planning business.
• Strong personal financial planning knowledge and experience producing high-quality suitability reports.
• Good understanding of FCA regulation and compliance.
• Strong numerical and analytical skills, with excellent attention to detail.
• Good working knowledge of Microsoft Office.

Key competencies

• Excellent written and verbal communication, including technical report writing.
• Strong leadership and coaching skills, with the ability to motivate a team while maintaining quality and compliance.
• Highly organised, with the ability to manage competing deadlines.
• Confident building relationships with Advisers, colleagues and other stakeholders.
• Proactive and solutions-focused, with strong commercial and operational awareness.

What's on Offer for the Paraplanner Manager?

• Salary of up to £70,000 DOE
• Hybrid working model
• Annual bonus scheme
• 25 days annual leave, bank holidays
• Enhanced parental and sickness leave

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

Paraplanner Manager, Paraplanning, Financial Services, People Management, Line management,