Paraplanning and Operations Manager

Financial Divisions; Bourne End; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Board-level progression

Modern offices in Bourne End

Excellent benefits

Job summary

Financial Divisions in Bourne End, Buckinghamshire, is seeking a Paraplanning Manager to lead its technical team and drive operational excellence. You will mentor paraplanners, improve processes and deliver exceptional client service while preparing for strategic leadership and a future Directorship.

Reporting to the MD, you will shape paraplanning, administration and broader business direction, with a clear pathway toward board-level responsibilities as the firm grows.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Strong background in Financial Planning or Wealth Management.
• Experience mentoring, coaching or managing paraplanners.
• Excellent technical knowledge and organisational skills.
• Natural leadership qualities with ambition to progress into senior management.

Responsibilities

• Lead the paraplanning and administration function and coach the technical team.
• Improve processes and drive exceptional service delivery.
• Work with advisers to deliver an outstanding client experience.
• Contribute to strategic planning and operational initiatives.
• Progress towards board-level responsibility and Directorship.

Skills

Mentoring

Leadership

Operations management

Client service

Financial planning

Education

Level 4 Diploma in Financial Planning

Job description

Lead Today. Shape the Future. Join the Board Tomorrow.

Not every management role comes with a genuine opportunity to influence the future of a business.

This one does.

An established and highly respected Chartered Wealth Management firm is searching for an ambitious Paraplanning Manager to lead its technical team today—with a clearly defined pathway towards Board level and Directorship as the business continues to grow.

If you're currently a Senior Paraplanner, Paraplanning Team Leader, or an experienced paraplanner who naturally mentors colleagues and enjoys developing people, this could be the career move you've been waiting for.

The current leadership team is already planning for the future. They aren't simply hiring a manager—they're looking for someone who can become a key part of the senior leadership team, help shape the business over the coming years and ultimately earn a seat at the boardroom table.

The Opportunity

Reporting directly to the Managing Director, you'll take ownership of the firm's paraplanning and administration function, leading a talented technical team while driving operational excellence across the business.

Initially your focus will be on supporting, mentoring and developing the team, improving processes and ensuring exceptional service delivery. Over time, you'll become increasingly involved in business strategy, operational planning and the wider direction of the company as you progress towards Directorship.

This is a rare opportunity to build a long-term career rather than simply take another management position.

What You'll Be Doing

Leading the Team

• Inspire, mentor and develop the paraplanning and administration teams.
• Conduct regular one-to-one meetings and support professional development.
• Allocate workloads and ensure resources are effectively managed.
• Support recruitment and future team growth.

Driving Operational Excellence

• Oversee workflow across the business.
• Identify opportunities to improve efficiency and client service.
• Ensure service standards and turnaround times remain exceptional.
• Work closely with advisers to deliver an outstanding client experience.

Technical Leadership

• Provide guidance and support to the technical team.
• Maintain high standards of report writing and financial planning.
• Ensure processes remain compliant and robust.
• Help shape best practice across the business.

Growing Into Senior Leadership

• Work alongside the Managing Director on strategic initiatives.
• Contribute to operational planning and business development.
• Play an increasingly influential role in the future direction of the firm.
• Progress towards Board-level responsibility and ultimately a Directorship.

Who We're Looking For

This opportunity is ideal for someone ready to take the next major step in their career.

• A Senior Paraplanner with mentoring or leadership responsibilities.
• A Technical Manager.
• An Operations or Practice Manager within wealth management.

You'll ideally have:

• Level 4 Diploma in Financial Planning.
• A strong background within Financial Planning or Wealth Management.
• Experience mentoring, coaching or managing paraplanners.
• Excellent technical knowledge and organisational skills.
• Natural leadership qualities and the ambition to progress into senior management.

Most importantly, we're looking for someone who wants more than just a management title. We want someone who sees themselves becoming one of the future leaders of the business.

What’s On Offer?

• Genuine pathway to Board-level and Directorship
• A highly visible leadership position within an ambitious business.
• The opportunity to shape systems, processes and company strategy.
• Modern offices in Bourne End, Buckinghamshire.
• Excellent benefits package.
• Long-term career progression rarely available within the wealth management sector.

A Rare Career Opportunity

Management positions within wealth management are relatively common.

Opportunities where you're actively being developed into a future Director are not.

If you've built your reputation as an exceptional paraplanner and are ready to lead people, influence business decisions and ultimately take your place around the boardroom table, we'd love to hear from you.