Paraplanning Manager

Manchester based

Hybrid Working (2 Days WFH)

Salary: Up to £70,000 + Bonus + Benefits

An exciting opportunity has arisen for an experienced Paraplanning Manager to join a growing and ambitious financial planning business. This is a key leadership role within the organisation, offering the chance to shape and develop a high-performing paraplanning function while supporting the wider growth of the business.

This position would suit an experienced paraplanner with leadership experience, or a senior paraplanner ready to step into a management role, who is passionate about developing people, improving processes and delivering high-quality technical support to advisers.

The Role

As Paraplanning Manager, you will oversee the day-to-day management of the paraplanning team, ensuring the delivery of high-quality, compliant and timely support to advisers and clients.

You will act as a technical point of reference for complex cases, lead training and development initiatives, and work closely with senior stakeholders to enhance team performance and operational efficiency.

Key Responsibilities

Team Leadership & Development

• Manage and support a team of paraplanners on a day-to-day basis

• Identify training and development needs across the team

• Create and implement development plans to enhance technical capability

• Support recruitment and onboarding of paraplanning staff

• Lead by example and foster a collaborative, high-performance culture

Technical Oversight

• Act as a subject matter expert across all paraplanning functions

• Provide guidance on complex and advanced technical queries

• Ensure case work is completed accurately, compliantly and within agreed timescales

• Support advisers with technical case preparation and planning strategies

Process Improvement

• Review and improve paraplanning workflows and operational processes

• Identify opportunities to increase efficiency and service quality

• Work alongside senior leadership to support wider business growth and objectives

• Drive continuous improvement initiatives across the department

About You

To be considered for this role, you will have:

• Level 4 Diploma qualified as a minimum

• Significant paraplanning experience within financial planning/wealth management

• Previous management or team leadership experience, ideally within paraplanning

• Strong knowledge of the UK financial advice and regulatory environment

• Experience supporting a range of client types and case complexities

• Excellent technical knowledge across pensions, investments and protection

• Strong communication and leadership skills

• A process-driven mindset with a focus on quality and continuous improvement

What’s on Offer

• Salary up to £70,000

• Target-related bonus (up to 10% of salary)

• Hybrid working (2 days from home)

• 25 days holiday + bank holidays + birthday off

• Option to purchase additional annual leave

• 5% employer pension contribution

• Career progression within a growing business

• Opportunity to shape and develop a key function within the organisation

This is an excellent opportunity for a technically strong paraplanning professional to step into a strategic leadership role and make a real impact within a growing financial planning business.

Apply today via NJR Recruitment or call quoting the reference NJR16681

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.