Paraplanning Manager

NJR Recruitment; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Leicestershire is seeking an experienced Paraplanning Manager to lead a high-performing team. This role involves managing workflow and ensuring client service excellence in a friendly and supportive environment. You will have the opportunity for flexible working arrangements after probation. Ideal candidates will have leadership experience and a strong operational background.

Benefits

Competitive salary

1 day WFH per week after probation

Modern offices with free on-site parking

Supportive and collaborative company culture

Qualifications

• Experienced in leading paraplanning teams.
• Strong operational management skills.
• Proven track record in client service.

Responsibilities

• Lead and manage a team of paraplanners and outsourced support providers.
• Oversee workflow allocation, prioritisation, and delivery to deadlines.
• Drive process improvement and quality assurance across the department.

Skills

Leadership

Operational efficiency

Client service excellence

Job description

Paraplanning Manager

Location : Leicestershire (Hybrid – 1 day WFH after probation)

Salary :

Full-Time | Permanent | 37.5 Hours per Week

NJR Recruitment is delighted to be representing a leading financial planning firm in their search for a Paraplanning Manager to join their thriving and growing organisation. This is an exceptional leadership opportunity for a qualified and technically strong professional to lead a high‑performing paraplanning team, driving operational efficiency and excellence in client service.

Our Client offers a friendly and family‑orientated working environment. You will be responsible for playing a Senior role within the firm reporting to the Director, and you will be responsible for managing a small team of paraplanners to ensure the process remains seamless.

What’s on Offer

• Competitive salary (DOE & qualifications)
• 1 day WFH per week after probation
• Modern offices with free on‑site parking
• Supportive and collaborative company culture

Key Responsibilities

• Lead and manage a team of paraplanners and outsourced support providers
• Oversee workflow allocation, prioritisation, and delivery to deadlines
• Drive process improvement and quality assurance across the department