Based in our London office, you will lead a Paraplanning and Advice Delivery Support Unit (ADSU) team, overseeing team performance, development and service delivery. This is a player-manager role, combining people leadership with a reduced level of technical and client work to support business priorities.
Key Responsibilities
Leadership & People
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Lead, coach and develop Paraplanning and ADSU colleagues.
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Manage performance, wellbeing, development and recruitment activity.
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Foster a collaborative, high-performing team culture.
Workflow & Service Delivery
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Oversee workflow, capacity and service levels across both teams.
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Act as a key contact for Advisers and Financial Planning Executives.
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Use MI and data to monitor performance and drive improvements.
Technical & Client Support
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Maintain a reduced caseload alongside management responsibilities.
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Support report writing, advice delivery, quality reviews and complex cases.
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Ensure accurate records and effective use of Curo.
Quality & Continuous Improvement
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Promote high standards of quality, compliance and client service.
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Drive process, technology and operational improvements.
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Build strong relationships across Advice Delivery and the wider business.
Knowledge, Skills & Experience
Essential
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Strong Paraplanning experience with high-quality report-writing skills.
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CII Diploma in Financial Planning (minimum).
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Experience leading, coaching or mentoring others.
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Excellent communication, stakeholder management and organisational skills.
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Strong technical knowledge of pensions, investments and regulation.
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Able to manage competing priorities while maintaining service standards.
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Adaptable, accountable and committed to continuous improvement.
Desirable
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Previous people-management experience.
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Advanced Diploma, Chartered status or working towards it.
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Experience managing hybrid or multi-site teams.
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Knowledge of workflow systems, MI and Curo.
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Experience supporting operational change and process improvement initiatives.
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Paraplanner Manager employer: The Private Office LLP
Join our award-winning firm in London, where we prioritise your growth and development through our unique Financial Planning Graduate Scheme. With hands-on experience, mentorship from seasoned professionals, and a supportive work culture, you'll gain invaluable skills while working towards your Chartered Financial Planner ambitions. Enjoy a comprehensive benefits package, including private healthcare and a structured development programme, all within a vibrant city that offers endless opportunities for personal and professional enrichment.
