Senior Paraplanner
Senior Paraplanner / Office ManagerIf you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you.We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base.About the BusinessWe are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued.Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service.We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence.The RoleThis is a varied position where no two days are the same. Responsibilities include:Overseeing day-to-day office operationsWriting complex suitability reportsManaging the advice process through to completionEnsuring compliance with company policies and regulatory standardsYou’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service.About YouAt least 5 years’ experience in financial servicesLevel 4 Diploma in Financial Planning (DipPFS or equivalent)Previous managerial or supervisory experienceStrong technical knowledgeExperience using Intelligent Office and relevant platformsIf your experience doesn’t necessarily align perfectly, we still encourage you to get in touch.What We’re Looking ForTo succeed in this role, you will be able to demonstrate:Strong leadership skills, including supervising staff, allocating work, and monitoring performanceExcellent communication skills with both colleagues and clientsHigh levels of technical knowledgeExceptional attention to detail and accuracySelf-motivation and a commitment to continuous learningReliability and a strong sense of accountabilityWhat’s on OfferSalary up to £60,000Supportive and professional office environmentDeath in Service24 days’ holiday plus bank holidaysPension scheme with enhanced employer contributionsPlease apply below if your experience aligns with the above.
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