Paraplanner Manager

Lead, coach and develop Paraplanning and ADSU colleagues.

Manage performance, wellbeing, development and recruitment activity.

Foster a collaborative, high-performing team culture.

Oversee workflow, capacity and service levels across both teams.

Act as a key contact for Advisers and Financial Planning Executives.

Use MI and data to monitor performance and drive improvements.

Maintain a reduced caseload alongside management responsibilities.

Support report writing, advice delivery, quality reviews and complex cases.

Ensure accurate records and effective use of Curo.

Promote high standards of quality, compliance and client service.

Drive process, technology and operational improvements.

Build strong relationships across Advice Delivery and the wider business.

Strong Paraplanning experience with high-quality report-writing skills.

CII Diploma in Financial Planning (minimum).

Experience leading, coaching or mentoring others.