Paraplanning Manager

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow.

Innovation, development, and excellence are at the heart of everything they do. Personality We are looking for an approachable and confident team leader who acts as a trusted point of contact for queries and support. You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

Reward Competitive salary Hybrid working opportunities Contributory pension scheme Medical cash plan scheme Discounts on products and services Annual bonus Christmas party and summer events Additional holiday days for long service 25 days annual leave plus 8 bank holidays Buy and sell an extra 5 days of holiday Gifted birthday holiday day Employee referral bonus scheme Secure parking Discounted gym access Discounted financial advice Referral schemes

Job Role:

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 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 regulations that apply Being involved in team projects and adhering to set deadlines Looking out for areas in which team processes can be improved Skills and experience Diploma in Financial Planning as a minimum qualification Demonstrable experience managing, training and mentoring a team effectively Knowledge, interest and experience in similar role 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

Please Note:

We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification.

A copy of your passport, birth certificate and NI number will be required, as part of your interview process.