An exciting opportunity has arisen for an experienced 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
- 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.
- 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.
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