Paraplanner Manager

Paraplanning Manager / Paraplanner

Location: Chipping Norton, Oxfordshire

Job Type: Full Time, Permanent

Working Hours: Monday to Friday, 9am - 5pm (35 hours per week)

Salary: Dependent on experience

An exciting opportunity has arisen for an experienced Paraplanning Manager / Paraplanner to join a successful and growing independent wealth management and financial planning business.

This is a hybrid position combining hands-on technical paraplanning with responsibility for managing a small paraplanning team
. You will play an important role in supporting Financial Planners and the wider business, while also contributing to operational improvements, quality assurance and business strategy.

Based in Chipping Norton
, this is an excellent opportunity for an experienced Diploma-qualified Paraplanner who is looking to take on greater management responsibility while remaining involved in technical paraplanning.

• Analyse client circumstances, objectives, requirements and risk profiles.
• Research and analyse clients' existing financial arrangements.
• Analyse clients' Capital Gains Tax (CGT) positions and other relevant tax considerations.
• Research financial products, investments and appropriate solutions.
• Prepare and write recommendation letters, suitability reports and other client documentation.
• Assist with client reviews, including attending client meetings where required.
• Deal with technical queries from clients and internal colleagues.
• Work with other team members to ensure client records are accurate and kept up to date.
• Keep up to date with changes across relevant financial planning, investment, pension and regulatory areas.
• Provide technical support to Financial Planners and other members of the team.

• Line manage members of the paraplanning team, including regular 1-to-1s, appraisals and performance management.
• Allocate workflow and manage workloads across the paraplanning team.
• Provide day-to-day technical and operational support to paraplanners.
• Chair paraplanning team meetings and ensure actions are followed through.
• Attend weekly Operations Meetings and take responsibility for actions relating to the paraplanning team.
• Work closely with Compliance, Financial Planners and Operations to resolve technical, regulatory and process queries.
• Carry out quality assurance reviews and audits across the paraplanning team.
• Work with senior management to support the development and delivery of business plans and operational improvements.
• Contribute to the ongoing development, efficiency and effectiveness of the paraplanning function.

• Minimum of 5 years' paraplanning experience
  .
• Diploma qualified or equivalent.
• Previous experience managing or supervising a paraplanning team.
• Strong knowledge of investments, pensions and financial services regulation.
• Excellent technical paraplanning and report-writing skills.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication skills.
• Strong numeracy and analytical skills, including the ability to work with complex figures and financial information.
• Good research and problem-solving skills.
• Strong IT and computer skills.
• Highly organised, accurate and detail-oriented.
• Ability to prioritise and manage multiple tasks and deadlines effectively.
• Self-motivated, adaptable and able to work collaboratively as part of a team.
• A strong commitment to delivering excellent client service.

• Salary: Dependent on experience
• Pension: 5% employer contribution, with salary sacrifice available
• Holiday: 32 days plus Bank Holidays and Christmas week
• Volunteer Day: One paid volunteer day per year
• Training Budget: £2,000 individual training budget per year, with 10% available for personal training
• Death in Service: 4x basic salary, subject to a £150,000 salary cap
• Income Protection: Up to 75% of basic salary, subject to a £100,000 salary cap
• Working Hours: 35 hours per week
• Probation: 6 months

Benefits and salary will be adjusted on a pro-rata basis where applicable for part-time employees.