Paraplanning manager in Bromsgrove

An exciting opportunity has arisen for an experienced Paraplanner Manager to join a successful financial planning team based in Bromsgrove.

The successful candidate will take responsibility for managing and developing a team of 8- 10 Paraplanners, ensuring the delivery of accurate, compliant and high-quality financial planning research and reports within agreed service levels.

This is a hands-on management role, combining team leadership and development with technical paraplanning expertise. You will act as a key point of contact for the team, supporting with complex queries, coaching and training, whilst also contributing to wider projects and continuous improvement initiatives.

Key responsibilities

• Lead, manage and develop a team of around 10 Paraplanners, including recruitment and onboarding of new team members.
• Manage day-to-day workflow, staffing and resources so that SLAs and KPIs are consistently met.
• Hold regular one-to-ones, identify training needs, and provide coaching and feedback to improve performance.
• Carry out regular quality checks on reports, turnaround times and process adherence.
• Make sure the team works in line with FCA regulations and company procedures.
• Produce management information on team performance and workflow.
• Provide technical support to the team, including help with tax and complex calculations, and stay up to date with legislation and products.
• Keep Advisers informed with regular case updates and escalate issues where needed.
• Work with the wider paraplanning management team on consistency, process improvements and business projects.

Experience and qualifications

• Diploma in Financial Planning or equivalent (minimum).
• Proven experience managing and developing a paraplanning team, ideally in an IFA or financial planning business.
• Strong personal financial planning knowledge and experience producing high-quality suitability reports.
• Good understanding of FCA regulation and compliance.
• Strong numerical and analytical skills, with excellent attention to detail.
• Good working knowledge of Microsoft Office.
• Excellent written and verbal communication, including technical report writing.
• Strong leadership and coaching skills, with the ability to motivate a team while maintaining quality and compliance.
• Highly organised, with the ability to manage competing deadlines.
• Confident building relationships with Advisers, colleagues and other stakeholders.
• Proactive and solutions-focused, with strong commercial and operational awareness.

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