Paraplanning manager

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.

• 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.

• 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.