Paraplanning manager

Wealthlink Recruitment Ltd; Bromsgrove; On-site; GBP 50,000 - 70,000; Full time

Job summary

Wealthlink Recruitment Ltd in Bromsgrove is seeking an experienced Paraplanner Manager to lead and develop a team of 8-10 Paraplanners, ensuring high-quality, compliant financial planning research and reports.

The role combines hands-on management with technical paraplanning expertise, coaching, and involvement in wider projects to drive continuous improvement. Strong leadership and FCA knowledge are essential.

Qualifications

• Diploma in Financial Planning or equivalent (minimum).
• Proven experience managing and developing a paraplanning team, ideally in an IFA or financial planning business.
• Strong personal financial planning knowledge and experience producing high-quality suitability reports.
• Good understanding of FCA regulation and compliance.
• Strong leadership and coaching skills, with the ability to motivate a team while maintaining quality and compliance.
• Excellent written and verbal communication, including technical report writing.

Responsibilities

• Lead, manage and develop a team of around 10 Paraplanners, including recruitment and onboarding.
• Manage day-to-day workflow, staffing and resources so that SLAs and KPIs are consistently met.
• Hold regular one-to-ones, identify training needs, and provide coaching and feedback to improve performance.
• Carry out regular quality checks on reports, turnaround times and process adherence.
• Make sure the team works in line with FCA regulations and company procedures.
• Produce management information on team performance and workflow.
• Provide technical support to the team, including help with tax and complex calculations, and stay up to date with legislation and products.
• Keep Advisers informed with regular case updates and escalate issues where needed.
• Work with the wider paraplanning management team on consistency, process improvements and business projects.

Skills

Leadership

Coaching

Communication

Analytical skills

FCA knowledge

Attention to detail

Education

Diploma in Financial Planning or equivalent

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 8- 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 and develop a team of around 10 Paraplanners, including recruitment and onboarding of new team members.
• Manage day-to-day workflow, staffing and resources so that SLAs and KPIs are consistently met.
• Hold regular one-to-ones, identify training needs, and provide coaching and feedback to improve performance.
• Carry out regular quality checks on reports, turnaround times and process adherence.
• Make sure the team works in line with FCA regulations and company procedures.
• Produce management information on team performance and workflow.
• Provide technical support to the team, including help with tax and complex calculations, and stay up to date with legislation and products.
• Keep Advisers informed with regular case updates and escalate issues where needed.
• Work with the wider paraplanning management team on consistency, process improvements and business projects.

Experience and qualifications

• Diploma in Financial Planning or equivalent (minimum).
• Proven experience managing and developing a paraplanning team, ideally in an IFA or financial planning business.
• Strong personal financial planning knowledge and experience producing high-quality suitability reports.
• Good understanding of FCA regulation and compliance.
• Strong numerical and analytical skills, with excellent attention to detail.
• Good working knowledge of Microsoft Office.
• Excellent written and verbal communication, including technical report writing.
• Strong leadership and coaching skills, with the ability to motivate a team while maintaining quality and compliance.
• Highly organised, with the ability to manage competing deadlines.
• Confident building relationships with Advisers, colleagues and other stakeholders.
• Proactive and solutions-focused, with strong commercial and operational awareness.