Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead and develop paraplanning teams, ensuring high-quality support for advisers.
- Company: A respected wealth management firm with a collaborative culture.
- Benefits: Up to £65,000 salary, excellent benefits, and genuine career progression.
- Other info: Dynamic role with opportunities for coaching and mentoring.
- Why this job: Shape the future of paraplanning in a forward-thinking business.
- Qualifications: Extensive paraplanning experience and strong leadership skills required.
The predicted salary is between 65000 - 65000 £ per year.
My client, a highly regarded and growing wealth management firm, is seeking an experienced National Paraplanning Manager to lead and develop its paraplanning function across multiple regional teams. This is a key leadership role offering the opportunity to shape the future structure, performance, and standards of paraplanning within a successful and forward-thinking business. The successful candidate will work closely with senior management to ensure the paraplanning team delivers high‑quality, technically robust, and efficient support to advisers across the firm.
The Opportunity
- Leading and supporting regional paraplanning teams and team leaders
- Managing capacity, workflow, service levels, and turnaround times
- Overseeing technical quality, consistency, and regulatory standards
- Acting as a senior escalation point for complex or high‑risk cases
- Driving process improvements and operational efficiencies
- Developing KPIs, MI reporting, and performance insight
- Coaching, mentoring, and developing paraplanning staff
- Supporting recruitment, onboarding, and succession planning
Requirements
- Extensive paraplanning experience within wealth management
- Minimum 5 years’ management experience
- Strong technical financial planning knowledge
- Experience leading multi‑site or remote teams
- Strong leadership and stakeholder management skills
Package
- Excellent salary
- Strong benefits package
- Collaborative working environment
- Genuine long‑term career progression
Location
Offices based near Hemel Hempstead and surrounding areas.
Apply
Contact Sam at Financial Divisions for a confidential discussion.
Paraplanning Manager employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Paraplanning Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical financial planning knowledge. Be ready to discuss how you've led teams and improved processes in your previous roles. Show them you’re the leader they need!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that fit your skills and aspirations, and make sure to tailor your approach to each company.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight your fit for the position.
We think you need these skills to ace Paraplanning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanning Manager role. Highlight your extensive paraplanning experience and management skills, as these are key for us. Use specific examples that showcase your leadership and technical knowledge in wealth management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our collaborative culture. Mention how you can lead and develop paraplanning teams, and don’t forget to express your enthusiasm for shaping the future of our paraplanning function.
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. We want to see how you've driven process improvements or developed KPIs in previous roles. Numbers and results speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical financial planning knowledge. Be ready to discuss specific cases you've handled and how you've ensured compliance with regulatory standards. This will show that you’re not just experienced, but also detail-oriented.
✨Show Leadership Skills
Prepare examples of how you've led teams in the past. Think about times when you managed capacity or improved service levels. Highlight your coaching and mentoring experiences, as this role requires strong leadership capabilities.
✨Understand the Company Culture
Research the wealth management firm’s values and collaborative culture. Be ready to discuss how you can contribute to this environment and support the paraplanning function across multiple teams. This shows you’re a good fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's future plans for the paraplanning function. Inquire about their KPIs and how they measure success. This demonstrates your interest in the role and your strategic thinking.