Paraplanning Manager — Lead a High-Impact Team (Hybrid)

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

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.