Senior Paraplanner / Manager

Senior Paraplanner / Office Manager

Location: Nottingham Business Park (Hybrid working available)

Salary: Up to £50,000 per annum (depending on experience)

Job Type: Full-time, Permanent

The Opportunity

A well-established Wealth Management firm based in Nottingham is seeking a Senior Paraplanner / Office Manager to join their team in a broad and varied role combining Paraplanning, Operational Management, and Compliance responsibilities.

This is an excellent opportunity for an experienced Paraplanner looking to step into management — or for someone with a background in Operations or Compliance within financial services who also has experience with suitability reports or report writing.

Role Responsibilities

• Oversee day-to-day operations and support the adviser team
• Manage FCA regulatory reporting and compliance requirements
• Supervise internal policies, payroll, insurance, and client documentation
• Lead and support a small admin/paraplanning team
• Conduct 1:1s, team meetings, appraisals, and training
• Draft or review suitability reports and conduct file checks where required
• Manage software licences, supplier contracts, and office operations
• Coordinate provider communications, internal updates, and meeting agendas

What We’re Looking For

You may be:

• An experienced Paraplanner ready to step into a leadership/operations role
• A current Operations or Paraplanning Manager with strong technical understanding
• A Compliance professional with some experience in report writing

Essential:

• Background in financial planning/wealth management
• Strong organisational and communication skills
• Familiarity with FCA regulations and compliance processes
• Confident using Microsoft Office and financial planning tools

Desirable:

• Level 4 Diploma in Financial Planning (not essential)

What’s on Offer

• Salary up to £50,000 (depending on experience)
• Hybrid working (2–3 days in office)
• Flexitime
• Free on-site parking
• Friendly and professional team environment
• Long-term progression and development