Financial Planning Support Manager- Hybrid

ZipRecruiter; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial planning firm is seeking a Financial Planning Support Manager in Bristol. This key leadership role involves managing paraplanning and administration teams, ensuring operational efficiency, and compliance in a hybrid working environment. Competitive benefits include a salary, private medical, pension, and ongoing professional development.

Benefits

Private medical

Pension

Bonus

25 days holiday + bank holidays

Supportive growth environment

Qualifications

• Experienced leader in financial services with paraplanning or client support background.
• Strong understanding of FCA compliance requirements.
• Confident communicator, tech-savvy, and process-driven.

Responsibilities

• Lead and develop the paraplanning and administration teams.
• Ensure regulatory compliance and improve systems for adviser and client experience.
• Report to senior management on team performance.

Skills

Leadership

FCA compliance

Communication

Process-driven

Tech-savvy

Education

Level 4 qualified or working towards this

Tools

Dynamics 365

Intelligent Office

Job description

Job Description

Job Title: Financial Planning Support Manager

Location: Bristol (Hybrid Working Available)

I'm working with a respected financial planning firm to recruit a Financial Planning Support Manager to lead their paraplanning and administration teams in Bristol.

Reporting to the COO, you'll be responsible for the day-to-day management of financial planning support functions, driving operational efficiency, ensuring compliance, and supporting ongoing M&A integration. This is a key leadership role within a collaborative and client-focused business.

Key Responsibilities:

• Lead and develop the paraplanning and administration teams
• Monitor workflows and service standards (SLAs/KPIs)
• Improve systems and processes to enhance adviser and client experience
• Support the integration of teams from recent acquisitions
• Ensure regulatory compliance and act as a point of escalation for operational issues
• Oversee systems such as Dynamics 365 and Intelligent Office
• Report regularly to senior management on team performance and progress

About You:

• Experienced leader in financial services, ideally with a paraplanning or client support background
• Strong understanding of FCA compliance requirements
• Tech-savvy, process-driven, and a confident communicator
• Ideally Level 4 qualified or working towards this

What’s On Offer:

• Competitive salary + private medical, pension & bonus
• 25 days holiday + bank holidays
• Hybrid working (typically 2-3 days in-office)
• Supportive, growing firm with a focus on long-term development

Interested?

Get in touch to find out more or send over your CV for a confidential chat.