Senior Paraplanner

Senior Paraplanner / Office Manager

If 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.

We 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.

This is a varied position where no two days are the same.

Responsibilities include:

• Overseeing day-to-day office operations
• Writing complex suitability reports
• Managing the advice process through to completion
• Ensuring compliance with company policies and regulatory standards

You’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.

• At least 5 years' experience in financial services
• Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• Previous managerial or supervisory experience
• Strong technical knowledge
• Experience using Intelligent Office and relevant platforms

We still encourage you to get in touch if your experience doesn’t necessarily align perfectly.

To succeed in this role, you will be able to demonstrate:

• Strong leadership skills, including supervising staff, allocating work, and monitoring performance
• Excellent communication skills with both colleagues and clients
• High levels of technical knowledge
• Exceptional attention to detail and accuracy
• Self-motivation and a commitment to continuous learning
• Reliability and a strong sense of accountability

• Salary up to £60,000
• Supportive and professional office environment
• Death in Service
• 24 days’ holiday plus bank holidays
• Pension scheme with enhanced employer contributions

Please apply below if your experience aligns with the above.