Financial Planning Support Manager

Ortus PSR Ltd.; Bristol; Hybrid; GBP 65,000 - 80,000; Full time

Job summary

Join a leading wealth management firm as a Financial Planning Support Manager in Bristol. You will oversee a high-performing team to ensure efficient operations that enhance financial advice delivery. The role offers a competitive salary and hybrid working options, with opportunities for professional development in a dynamic environment.

Benefits

Private Medical Insurance

Generous Pension Contribution

25 Days Holiday + Bank Holidays

Ongoing Professional Development Support

Qualifications

• Proven leadership experience in a financial services or wealth management setting.
• Strong familiarity with financial planning operations and FCA regulations.

Responsibilities

• Lead and mentor paraplanning and administration teams.
• Drive service-level performance and KPI management.
• Ensure regulatory compliance and champion client service.

Skills

Leadership in financial services

FCA regulations knowledge

Client service excellence

Operational management

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

Microsoft Dynamics 365

Job description

Lead the Backbone of a Top-Tier Wealth Firm – Financial Planning Support Manager | £65,000 - £80,000 | Bristol / Hybrid

Are you a proactive leader with a sharp eye for operational excellence in financial planning? Join a respected UK-wide wealth management firm as their new Financial Planning Support Manager and take the reins of a high-performing admin and paraplanning team that powers top-tier financial advice.

About the Role

This is a pivotal role overseeing the day-to-day operations of the financial planning support function, ensuring the smooth delivery of client-centric, compliant, and efficient support services. You’ll be central to enabling financial planners to focus on what they do best—advising clients.

From integrating teams post-M&A to streamlining back-office systems and workflows, this position offers the scope to make a strategic impact.

Salary & Benefits

• £65,000 - £80,000 per annum (dependent on experience)
• Private Medical Insurance
• Generous Pension Contribution
• 25 Days Holiday + Bank Holidays
• Flexible Hybrid Working Options
• Ongoing Professional Development Support (CII/CISI)
• Opportunity to shape operational strategy in a high-growth environment

Key Responsibilities

• Lead, mentor, and develop paraplanning and administration team leaders
• Manage resource planning and workload allocation across teams
• Oversee M&A team integrations and process standardisation
• Drive service-level performance, KPIs, and workflow management
• Ensure FCA compliance and act as escalation point for operational queries
• Champion client service excellence and operational best practice
• Oversee CRM and back-office systems (e.g., Microsoft Dynamics 365, Intelligent Office)
• Liaise with product providers to enhance adviser and client outcomes
• Collaborate on strategic operational planning and reporting

What We’re Looking For

• Proven leadership experience in a financial services or wealth management setting
• In-depth knowledge of FCA regulations and financial planning operations
• Background in paraplanning or client support is highly advantageous
• Strong familiarity with tools such as Intelligent Office, EValue, Dynamic Planner, or FE Analytics
• CII or CISI qualified (e.g., Level 4 Diploma in Regulated Financial Planning)
• Clear, confident communicator with a process-driven mindset

Location

Based in Bristol, with hybrid working options available for the right candidate.