Paraplanning Manager

AFH Wealth Management; Bromsgrove; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Flexible working

Holiday allowance

Pension with Royal London

Discretionary annual bonus

Health and wellbeing

Job summary

AFH Wealth Management in Bromsgrove is seeking a Paraplanning Manager to lead a high‑calibre paraplanning team, ensuring timely, accurate research and financial planning reports for AFH advisers. You will coach, train and support the team while driving projects and process improvements.

The role requires a Diploma in Financial Planning, proven people management in an IFA environment, and strong attention to detail. It is a permanent, full‑time position with a competitive salary and benefits.

Qualifications

• Diploma in Financial Planning required.
• Experience managing and mentoring a team.
• Knowledge of personal financial planning and research/report construction.
• Experience in an IFA environment with quality communication.

Responsibilities

• Develop and manage paraplanning team to ensure timely, accurate research and reports.
• Lead training for new employees and run projects outside client work.
• Ensure adherence to FCA regulations and standard operating procedures.
• Monitor team workflow, SLAs and KPIs; provide feedback and coaching.
• Improve processes to enhance service delivery.

Skills

Team management

Mentoring

Financial planning

IFA experience

Attention to detail

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

Location: Bromsgrove Head Office
Working model: Office Based with Hybrid Working
Contract type: Permanent
Hours: Full-time

This is a fantastic opportunity to join our team at AFH Wealth Management. AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms – providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 advisers and 750 staff, we are driven by our culture, values and client‑centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full‑time, permanent opportunity and in return, you will receive a competitive salary and a range of benefits.

The role:

To oversee and line manage the paraplanning team to ensure timely, efficient and accurate research and financial planning reports are completed for AFH advisers. Act as a go‑to for questions and queries across the team, lead support for training new employees as well as taking on additional responsibilities such as projects outside the usual client work.

As our Paraplanning Manager, you will be responsible for:

• Developing and managing a high calibre team of paraplanners, identifying any training needs within the team or for specific team members
• Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics and escalating any issues if necessary. Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings
• Maintaining regular checks on the quality of the reports, turnaround times and adherence to processes, and providing feedback and coaching to support the team to further improve our service delivery
• Ensuring the paraplanning team adheres to all standard operating procedures in line with the FCA regulations that apply
• Being involved in team projects and adhering to set deadlines
• Looking out for areas in which team processes can be improved

What we are looking for in our ideal Paraplanning Manager:

• Diploma in Financial Planning as a minimum qualification requirement
• Demonstrable experience managing, training and mentoring a team effectively
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report
• Experience in an IFA environment, demonstrating quality communications of constructive feedback
• A high level of accuracy and attention to detail in written/numerical skills
• Good working knowledge of Microsoft Office applications

Benefits and perks at AFH

• Flexible working and holidays – enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
• Social perks – to recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
• Pension – we offer a contributory pension scheme with Royal London as well as death‑in‑service benefit
• Bonus scheme – all AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
• Health and wellbeing – the MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
• Professional development – we are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
• Shopping discounts – our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go‑to supermarkets, as well as access to free online training courses

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/. If you have any questions about this vacancy, please contact the People Resourcing Team on [e-mail]. We look forward to hearing from you!