Paraplanning Manager

Job Description Group Paraplanning Manager- Wealth Management firmOffices near Hemel HempsteadSalary Up to 65,000, Excellent benefits, Collaborative culture 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 OpportunityResponsibilities will include:Leading and supporting regional paraplanning teams and team leadersManaging capacity, workflow, service levels, and turnaround timesOverseeing technical quality, consistency, and regulatory standardsActing as a senior escalation point for complex or high-risk casesDriving process improvements and operational efficienciesDeveloping KPIs, MI reporting, and performance insightCoaching, mentoring, and developing paraplanning staffSupporting recruitment, onboarding, and succession planningRequirementsExtensive paraplanning experience within wealth managementMinimum 5 years management experienceStrong technical financial planning knowledgeExperience leading multi-site or remote teamsStrong leadership and stakeholder management skillsLevel 4 Diploma- essentialChartered status desirablePackageExcellent salaryStrong benefits packageCollaborative working environmentGenuine long-term career progressionLocationOffices based near Hemel Hempstead and surrounding areas.ApplyContact Sam at Financial Divisions for a confidential discussion- [email protected]

Created: 2026-04-30