Paraplanning Manager

Grove Talent Solutions; Sydney; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Hybrid/flexible working

Generous holiday entitlement

CII study support

Career progression

Job summary

Grove Talent Solutions partners with a well-established independent financial planning firm in Chipping Norton to recruit a Paraplanning Manager. This role blends hands-on paraplanning with leadership responsibilities and involvement in strategic initiatives.

You will lead and develop the paraplanning team, work closely with Financial Planners, Compliance and Operations, and maintain high-quality client reports while driving efficiency and service excellence.

Qualifications

• Several years paraplanning experience within an IFA, wealth management, or financial planning environment.
• Diploma qualification (Level 4 Financial Planning) or equivalent.
• Strong technical knowledge across pensions, investments, protection, and taxation.
• Experience with cashflow modelling software.
• Previous people management, team leadership, mentoring, or supervisory experience.
• Excellent report-writing and analytical skills.

Responsibilities

• Oversee day-to-day performance of the paraplanning team while providing technical support on complex client cases.
• Lead, mentor and develop the paraplanning team; conduct reviews and manage workload.
• Research pensions, investments, protection and tax planning strategies; prepare reports and cashflow models.

Skills

Paraplanning

Team Leadership

Pensions knowledge

Investments knowledge

Tax planning

Cashflow modelling

Education

Diploma Level 4 Financial Planning qualification or equivalent

Tools

Cashflow modelling software

Job description

Role: Paraplanning Manager

Location: Chipping Norton (Hybrid)

Salary: Negotiable + Bonus

The Opportunity

A well-established and highly respected independent financial planning firm is seeking an experienced Paraplanning professional to lead its growing paraplanning team based in Chipping Norton.

This is an exciting opportunity for a technically strong paraplanner with leadership experience who is looking to play a key role in both the delivery of high-quality financial planning support and contribute to strategic development of the business. The successful individual will combine hands-on paraplanning responsibilities with team management, operational oversight, and involvement in wider business initiatives.

The firm has built an excellent reputation for providing tailored financial planning solutions across retirement planning, investments, estate planning, inheritance tax mitigation, and protection advice. With a strong focus on client outcomes, professional development, and collaborative working, this position offers genuine long-term career prospects within a progressive and forward-thinking organisation.

The Role

Working closely with Financial Planners, Compliance, Operations, and the senior leadership team, the Paraplanning Manager will be responsible for overseeing the day-to-day performance of the paraplanning team while continuing to provide technical expertise on complex client cases.

This is a varied and rewarding position that requires a balance of technical excellence, strong leadership skills, and the ability to drive operational efficiency while maintaining exceptional client service standards.

Key Responsibilities

Technical & Paraplanning Support

• Research pensions, investments, protection and tax planning strategies.
• Prepare suitability reports, recommendations and cashflow models.
• Provide technical support on complex cases and assist with client meetings and reviews.

Team Leadership & Management

• Lead, mentor and develop the paraplanning team.
• Conduct one-to-ones, appraisals and performance reviews.
• Manage team workload, capacity and performance.
• Provide technical oversight and chair team meetings, contributing to the wider business planning.

Requirements

• Several years paraplanning experience within an IFA, wealth management, or financial planning environment.
• Diploma qualified (Level 4 Financial Planning qualification or equivalent).
• Strong technical knowledge across pensions, investments, protection, and taxation.
• Experience with cashflow modelling software.
• Previous people management, team leadership, mentoring, or supervisory experience.
• Excellent report-writing and analytical skills.

Some of the Benefits

• Attractive annual bonus.
• Hybrid and flexible working arrangements.
• Generous holiday entitlement.
• Full CII study support and ongoing professional development.
• Genuine long-term career progression and leadership development opportunities.