At a Glance
- Tasks: Lead a team and manage the day-to-day operations of a financial planning office.
- Company: Reputable financial planning firm in Bourne End, Buckinghamshire.
- Benefits: 24 days holiday, enhanced pension, and a supportive work environment.
- Other info: Join a diverse team committed to high standards and client satisfaction.
- Why this job: Combine your leadership skills with financial expertise to make a real impact.
- Qualifications: Level 4 Diploma in Financial Planning and managerial experience required.
The predicted salary is between 40000 - 45000 £ per year.
An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility. We are looking for someone with Level 4 Diploma in Financial Planning (DipPFS or equivalent) and experience in a managerial or supervisory role. The role is office based Monday to Friday and comes with excellent benefits including 24 days holiday, and an enhanced pension.
Responsibilities will include:
- Overseeing the smooth day-to-day running of the office
- Writing complex suitability reports
- Managing the end-to-end advice process
- Ensuring compliance with internal processes and regulatory requirements
- Supporting, mentoring, and supervising a small team
- Working closely with Financial Planners to deliver high-quality client outcomes
Skills/Experience:
- Motivated and detail-oriented with strong technical knowledge and leadership capability
- A minimum of 5 years' experience in financial services
- Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Experience in a managerial or supervisory role
- Strong technical understanding of financial planning
- Experience using Intelligent Office (I.O.) and adviser platforms
- Excellent communication skills with both clients and colleagues
- Strong organisational and team coordination abilities
- Exceptional attention to detail
- A proactive and self-motivated mindset
- Reliability and a commitment to high standards
Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.
As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.
Contact Details:
Bucks & Berks Recruitment PLC Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Office Manager/Senior Paraplanner in London
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We think you need these skills to ace Office Manager/Senior Paraplanner in London
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
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