- Pay
- £60–68k
- Where
- Bromsgrove, Worcestershire, GB
- Level
- Mid
Paraplanning Manager – Leading Wealth Management Firm | Hybrid Working | Career Progression
Join one of the UK’s most respected Wealth Management firms—renowned for delivering bespoke financial planning to high-net-worth and mass affluent individuals and families. This is your opportunity to become part of a forward-thinking, values-driven team that is shaping the future of financial advice.
Salary: Up to £68,000 DOE + Bonus + Comprehensive Benefits
With a modern hybrid working policy, a commitment to professional development, and the chance to work alongside some of the UK’s top Financial Advisers, this is the ideal next step for an experienced Paraplanner with supervisory experience ready to lead and grow.
As Paraplanning Manager, you’ll lead a high-performing paraplanning team supporting Financial Planners in delivering exceptional client outcomes. You’ll be pivotal in driving quality, consistency, and operational efficiency across the paraplanning function—while also mentoring junior team members and shaping best practices.
This role offers:
Clear career progression into senior leadership
Collaboration with Chartered and Certified Financial Planners
Involvement in shaping strategic planning and compliance
Hybrid flexibility and a genuinely supportive team culture
Responsibilities
Manage and develop a team of paraplanners, ensuring a high standard of output
Oversee workflow, capacity planning, and team performance metrics
Ensure suitability reports and research meet compliance and regulatory standards
Collaborate closely with Financial Advisers to support complex client cases
Lead on recruitment, training, and development within the paraplanning team
Act as a key point of contact for technical queries and policy implementation
Contribute to continuous improvement in operational efficiency and client experience
Requirements
Diploma Level 4 Qualified (Level 6/Chartered desirable)
Proven experience as a Senior Paraplanner or Paraplanning Manager
Deep understanding of FCA regulatory requirements and suitability report writing
Skilled in managing and mentoring high-performing teams
Exceptional communication, organisational, and analytical skills
Experience using financial planning software (e.g., Intelligent Office, Voyant, FE Analytics)
Benefits
Hybrid working (3 days per week in office)
Funded qualifications & CPD support
Collaborative, values-led culture
Clear pathways for progression into senior leadership
Private healthcare, pension scheme, and life assurance
Regular team events and well-being initiatives