My client, a highly regarded and growing wealth management firm, is seeking an experienced National Paraplanning Manager to lead and develop its paraplanning function across multiple regional teams.

This is a key leadership role offering the opportunity to shape the future structure, performance, and standards of paraplanning within a successful and forward-thinking business. The successful candidate will work closely with senior management to ensure the paraplanning team delivers high-quality, technically robust, and efficient support to advisers across the firm.

The Opportunity

Responsibilities will include:

• Leading and supporting regional paraplanning teams and team leaders
• Managing capacity, workflow, service levels, and turnaround times
• Overseeing technical quality, consistency, and regulatory standards
• Acting as a senior escalation point for complex or high-risk cases
• Driving process improvements and operational efficiencies
• Developing KPIs, MI reporting, and performance insight
• Coaching, mentoring, and developing paraplanning staff
• Supporting recruitment, onboarding, and succession planning

Requirements

• Extensive paraplanning experience within wealth management
• Minimum 5 years’ management experience
• Strong technical financial planning knowledge
• Experience leading multi-site or remote teams
• Strong leadership and stakeholder management skills
• Level 4 Diploma- essential
• Chartered status desirable

Package

• Excellent salary
• Strong benefits package
• Collaborative working environment
• Genuine long-term career progression

Location

Offices based near Hemel Hempstead and surrounding areas.

Apply

Contact Sam at Financial Divisions for a confidential discussion.