Paraplanner Manager

Jobtailor; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a senior Paraplanning manager to lead and develop Paraplanning and ADSU teams in a busy advisory environment in Greater London. You will manage performance, wellbeing and recruitment while maintaining a reduced caseload and ensuring high-quality client service.

As a key contact for advisers and executives, you will drive improvements using MI data, oversee workflow, and promote compliance with regulatory standards. A collaborative, high-performing culture is expected.

Qualifications

• Strong Paraplanning experience with high-quality report-writing skills.
• CII Diploma in Financial Planning (minimum).
• Experience leading, coaching or mentoring others.
• Excellent communication, stakeholder management and organisational skills.
• Knowledge of pensions, investments and regulation.

Responsibilities

• Lead, coach and develop Paraplanning and ADSU colleagues.
• Manage performance, wellbeing, development and recruitment activity.
• Oversee workflow, capacity and service levels across both teams.
• Act as a key contact for Advisers and Financial Planning Executives.
• Use MI and data to monitor performance and drive improvements.
• Maintain a reduced caseload alongside management responsibilities.
• Support report writing, advice delivery, quality reviews and complex cases.
• Ensure accurate records and effective use of Curo.
• Promote high standards of quality, compliance and client service.
• Drive process, technology and operational improvements.
• Build strong relationships across Advice Delivery and the wider business

Skills

Paraplanning experience

Report writing

Leadership

Stakeholder management

Communication skills

Education

CII Diploma in Financial Planning

Advanced Diploma

Chartered Status

Tools

Curo

Workflow Systems

MI

Job description

• Lead, coach and develop Paraplanning and ADSU colleagues
• Manage performance, wellbeing, development and recruitment activity
• Foster a collaborative, high-performing team culture
• Oversee workflow, capacity and service levels across both teams
• Act as a key contact for Advisers and Financial Planning Executives
• Use MI and data to monitor performance and drive improvements
• Maintain a reduced caseload alongside management responsibilities
• Support report writing, advice delivery, quality reviews and complex cases
• Ensure accurate records and effective use of Curo
• Promote high standards of quality, compliance and client service
• Drive process, technology and operational improvements
• Build strong relationships across Advice Delivery and the wider business

Requirements

• Strong Paraplanning experience with high-quality report-writing skills
• CII Diploma in Financial Planning (minimum)
• Experience leading, coaching or mentoring others
• Excellent communication, stakeholder management and organisational skills
• Strong technical knowledge of pensions, investments and regulation
• Ability to manage competing priorities while maintaining service standards
• Adaptable, accountable and committed to continuous improvement
• Previous people-management experience (desirable)
• Advanced Diploma, Chartered status or working towards it (desirable)
• Experience managing hybrid or multi-site teams (desirable)
• Knowledge of workflow systems, MI and Curo (desirable)
• Experience supporting operational change and process improvement initiatives (desirable)

Demonstrates strong Paraplanning expertise with high-quality report-writing skills, alongside effective leadership in coaching and developing teams. Proficient in managing performance, driving operational improvements, and ensuring compliance within financial planning.

Highest-signal resume keywords

• Strong Paraplanning Experience
• CII Diploma In Financial Planning
• Leadership And Coaching Skills
• Technical Knowledge Of Pensions And Investments
• Experience With Workflow Systems And MI

Hard Skills

• Report Writing
• Performance Management
• Operational Improvement
• Client Service Standards
• Compliance Knowledge

Soft Skills

• Excellent Communication
• Stakeholder Management
• Organisational Skills
• Adaptability
• Accountability

Certifications & Qualifications

• CII Diploma In Financial Planning
• Advanced Diploma
• Chartered Status

Industry Keywords

• Financial Planning
• Pensions
• Investments
• Regulation
• Process Improvement

Tools & Technologies

• Curo
• Workflow Systems
• MI