Paraplanning manager

Wealthlink Recruitment; Bromsgrove; On-site; GBP 65,000 - 90,000; Full time

Job summary

Wealthlink Recruitment in Bromsgrove is seeking an experienced Paraplanner Manager to lead a team of around 10 paraplanners. The role combines hands-on management with technical paraplanning expertise to deliver compliant financial planning research and high-quality reports.

The ideal candidate will have a Diploma in Financial Planning or equivalent, strong coaching skills, and a track record of developing a high‑calibre team while ensuring service levels and regulatory standards are met.

Qualifications

• Diploma in Financial Planning or equivalent as a minimum requirement.
• Strong experience within a paraplanning environment, ideally within an IFA or financial planning business.
• Proven experience of managing, coaching and developing a team of Paraplanners.
• Strong knowledge and understanding of personal financial planning.
• Experience producing high-quality financial planning research and suitability reports.
• Good understanding of FCA regulations, compliance requirements and financial planning processes.
• Strong numerical and analytical skills with excellent attention to detail.
• Experience dealing with complex calculations and technical financial planning matters.

Responsibilities

• Lead, manage, motivate and develop a team of approximately 10 Paraplanners.
• Recruit and support the development of a high‑calibre paraplanning team.
• Provide effective day‑to‑day operational management, addressing staffing, workflow and resource requirements.
• Hold regular one‑to‑one meetings and contribute to wider team meetings.
• Identify individual and team training requirements and ensure appropriate development is delivered.
• Provide regular feedback, coaching and mentoring to enhance performance and service quality.
• Carry out regular quality checks on financial planning reports, turnaround times and adherence to established processes.
• Work closely with the wider paraplanning management team to ensure a consistent and effective service.
• Ensure the team operates in line with FCA regulations, company policies, procedures and standard operating procedures.
• Monitor workflow and ensure agreed SLAs and key performance indicators are consistently achieved.
• Produce and review management information relating to team performance and workflow.
• Identify opportunities for process improvements and contribute to the implementation of more efficient ways of working.
• Provide technical support and guidance to the team, including assistance with tax and other complex financial calculations.
• Research and review new and existing legislation, products and technical information.
• Maintain strong communication with Financial Advisers, providing regular case updates and escalating issues where appropriate.
• Ensure client and provider information is accurately maintained on relevant back‑office systems.
• Support the team in maintaining high standards of professional and technical knowledge.
• Participate in wider business and team projects, ensuring agreed deadlines are met.
• Support the introduction and delivery of training for new team members.

Skills

Paraplanning

Leadership

Coaching

Stakeholder management

Analytical skills

Attention to detail

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

An exciting opportunity has arisen for an experienced Paraplanner Manager to join a successful financial planning team based in Bromsgrove.

The successful candidate will take responsibility for managing and developing a team of approximately 10 Paraplanners, ensuring the delivery of accurate, compliant and high-quality financial planning research and reports within agreed service levels.

This is a hands‑on management role, combining team leadership and development with technical paraplanning expertise. You will act as a key point of contact for the team, supporting with complex queries, coaching and training, whilst also contributing to wider projects and continuous improvement initiatives.

Key responsibilities

• Lead, manage, motivate and develop a team of approximately 10 Paraplanners.
• Recruit and support the development of a high‑calibre paraplanning team.
• Provide effective day‑to‑day operational management, addressing staffing, workflow and resource requirements.
• Hold regular one‑to‑one meetings and contribute to wider team meetings.
• Identify individual and team training requirements and ensure appropriate development is delivered.
• Provide regular feedback, coaching and mentoring to enhance performance and service quality.
• Carry out regular quality checks on financial planning reports, turnaround times and adherence to established processes.
• Work closely with the wider paraplanning management team to ensure a consistent and effective service.
• Ensure the team operates in line with FCA regulations, company policies, procedures and standard operating procedures.
• Monitor workflow and ensure agreed SLAs and key performance indicators are consistently achieved.
• Produce and review management information relating to team performance and workflow.
• Identify opportunities for process improvements and contribute to the implementation of more efficient ways of working.
• Provide technical support and guidance to the team, including assistance with tax and other complex financial calculations.
• Research and review new and existing legislation, products and technical information.
• Maintain strong communication with Financial Advisers, providing regular case updates and escalating issues where appropriate.
• Ensure client and provider information is accurately maintained on relevant back‑office systems.
• Support the team in maintaining high standards of professional and technical knowledge.
• Participate in wider business and team projects, ensuring agreed deadlines are met.
• Support the introduction and delivery of training for new team members.

Experience, knowledge and qualifications

• Diploma in Financial Planning or equivalent, as a minimum requirement.
• Strong experience within a paraplanning environment, ideally within an IFA or financial planning business.
• Proven experience of managing, coaching and developing a team of Paraplanners.
• Strong knowledge and understanding of personal financial planning.
• Experience producing high-quality financial planning research and suitability reports.
• Good understanding of FCA regulations, compliance requirements and financial planning processes.
• Strong numerical and analytical skills, with excellent attention to detail.
• Experience dealing with complex calculations and technical financial planning matters.
• Good working knowledge of Microsoft Office applications.
• Commitment to maintaining technical knowledge and ongoing professional development.
• Excellent written and verbal communication skills.
• Strong report‑writing and technical writing ability.
• Proven leadership, coaching and mentoring skills.
• Highly organised, accurate and able to manage competing priorities and deadlines.
• Confident in building effective relationships with Advisers, clients, colleagues and other stakeholders.
• A proactive approach to identifying and resolving problems.
• Strong commercial and operational awareness.
• Ability to motivate and develop a team while maintaining high standards of quality and compliance.
• A solutions‑focused mindset, with the ability to identify and implement process improvements.
• Professional, approachable and confident in acting as a key point of support for the wider paraplanning function.