Do you enjoy leading advice support functions, overseeing Paraplanners and Planning Support teams, and working closely with Advisers, Pod Leaders, and regional teams? If you thrive in driving excellence across client service and operational delivery, then this is the role for you!
This is a brilliant opportunity to step into a people-first leadership role within a respected and ambitious firm, where you’ll help shape processes, embed best practice, and ensure clients (and Advisers) receive the highest levels of care.
This highly respected award-winning financial planning and discretionary investment management house has a wealth of holistic Financial Planners and IFAs across the country. They are looking for the right person to take on this exciting and strategic role where you will have a very real opportunity to make a significant impact to the growth and success of their business.
This is a great place to work, where people thrive and have fun doing so. With an exceptional work environment, a dedication to providing a high-quality service, if you are a dynamic Paraplanning Manager why would you not apply?
The role:
This is a hands-on, Pod-based leadership role focused on improving the speed, accuracy and consistency of advice delivery.
You’ll lead a team of Paraplanners and Planning Support professionals, ensuring seamless workflows and high-quality service that frees up Advisers to focus on what they do best: delivering financial planning advice to clients.
You’ll collaborate closely with other Paraplanning/Advice Delivery Managers and business leaders to embed consistent processes across all Pods, and contribute to firmwide operational improvements.
You’ll be:
- Managing, developing and performance-tracking Paraplanners and Planning Support staff
- Driving workflow improvements and resource allocation across advice delivery
- Collaborating with Training, People and Leadership teams, owning the hiring, performance management and ongoing development of team members
- Acting as a central point for process improvements and operational escalations, driving operational efficiency to enable teams to work effectively and collaboratively
- Using MI to monitor performance and support the structured bonus scheme
- Helping embed consistent, best-practice processes across all Pods, ensuring team members understand what is expected of them, and being the first point of contact for any concerns
- Supporting advisers to enable them to spend more time with clients, ensuring clients receive excellent service, every time
Does this describe you?
- A minimum of 3–5 years’ experience in paraplanning or client services
- A strong understanding of financial planning processes and advice regulation
- Proven team leadership experience in financial services
- Confident using MI and data to monitor performance and drive change
- A high attention to detail and a calm, organised approach
- Clear, confident communicator with excellent stakeholder management skills
- An ability to drive consistency and efficiency while maintaining a client-first mindset
If you’re passionate about driving operational excellence, developing high-performing teams, and supporting a client experience you can be proud of, we’d love to tell you more.
