Position details
PARAPLANNING MANAGER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Manchester
£68000 - £70000 05/05/2026
NJR16681
£68000 - £70000 05/05/2026
NJR16681
DESCRIPTION
Paraplanning Manager
Manchester based
Hybrid Working (2 Days WFH)
Salary: Up to £70,000 + Bonus + Benefits
An exciting opportunity has arisen for an experienced Paraplanning Manager to join a growing and ambitious financial planning business. This is a key leadership role within the organisation, offering the chance to shape and develop a high-performing paraplanning function while supporting the wider growth of the business.
This position would suit an experienced paraplanner with leadership experience, or a senior paraplanner ready to step into a management role, who is passionate about developing people, improving processes and delivering high-quality technical support to advisers.
The Role
As Paraplanning Manager, you will oversee the day-to-day management of the paraplanning team, ensuring the delivery of high-quality, compliant and timely support to advisers and clients.
You will act as a technical point of reference for complex cases, lead training and development initiatives, and work closely with senior stakeholders to enhance team performance and operational efficiency.
Key Responsibilities
Team Leadership & Development
o Manage and support a team of paraplanners on a day-to-day basis
o Identify training and development needs across the team
o Create and implement development plans to enhance technical capability
o Support recruitment and onboarding of paraplanning staff
o Lead by example and foster a collaborative, high-performance culture
Technical Oversight
o Act as a subject matter expert across all paraplanning functions
o Provide guidance on complex and advanced technical queries
o Ensure case work is completed accurately, compliantly and within agreed timescales
o Support advisers with technical case preparation and planning strategies
Process Improvement
o Review and improve paraplanning workflows and operational processes
o Identify opportunities to increase efficiency and service quality
o Work alongside senior leadership to support wider business growth and objectives
o Drive continuous improvement initiatives across the department
About You
To be considered for this role, you will have:
o Level 4 Diploma qualified as a minimum
o Significant paraplanning experience within financial planning/wealth management
o Previous management or team leadership experience, ideally within paraplanning
o Strong knowledge of the UK financial advice and regulatory environment
o Experience supporting a range of client types and case complexities
o Excellent technical knowledge across pensions, investments and protection
o Strong communication and leadership skills
o A process-driven mindset with a focus on quality and continuous improvement
What\'s on Offer
o Salary up to £70,000
o Target-related bonus (up to 10% of salary)
o Hybrid working (2 days from home)
o 25 days holiday + bank holidays + birthday off
o Option to purchase additional annual leave
o 5% employer pension contribution
o Career progression within a growing business
o Opportunity to shape and develop a key function within the organisation
This is an excellent opportunity for a technically strong paraplanning professional to step into a strategic leadership role and make a real impact within a growing financial planning business.
Apply today via NJR Recruitment or call quoting the reference NJR16681
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Manchester based
Hybrid Working (2 Days WFH)
Salary: Up to £70,000 + Bonus + Benefits
An exciting opportunity has arisen for an experienced Paraplanning Manager to join a growing and ambitious financial planning business. This is a key leadership role within the organisation, offering the chance to shape and develop a high-performing paraplanning function while supporting the wider growth of the business.
This position would suit an experienced paraplanner with leadership experience, or a senior paraplanner ready to step into a management role, who is passionate about developing people, improving processes and delivering high-quality technical support to advisers.
The Role
As Paraplanning Manager, you will oversee the day-to-day management of the paraplanning team, ensuring the delivery of high-quality, compliant and timely support to advisers and clients.
You will act as a technical point of reference for complex cases, lead training and development initiatives, and work closely with senior stakeholders to enhance team performance and operational efficiency.
Key Responsibilities
Team Leadership & Development
o Manage and support a team of paraplanners on a day-to-day basis
o Identify training and development needs across the team
o Create and implement development plans to enhance technical capability
o Support recruitment and onboarding of paraplanning staff
o Lead by example and foster a collaborative, high-performance culture
Technical Oversight
o Act as a subject matter expert across all paraplanning functions
o Provide guidance on complex and advanced technical queries
o Ensure case work is completed accurately, compliantly and within agreed timescales
o Support advisers with technical case preparation and planning strategies
Process Improvement
o Review and improve paraplanning workflows and operational processes
o Identify opportunities to increase efficiency and service quality
o Work alongside senior leadership to support wider business growth and objectives
o Drive continuous improvement initiatives across the department
About You
To be considered for this role, you will have:
o Level 4 Diploma qualified as a minimum
o Significant paraplanning experience within financial planning/wealth management
o Previous management or team leadership experience, ideally within paraplanning
o Strong knowledge of the UK financial advice and regulatory environment
o Experience supporting a range of client types and case complexities
o Excellent technical knowledge across pensions, investments and protection
o Strong communication and leadership skills
o A process-driven mindset with a focus on quality and continuous improvement
What\'s on Offer
o Salary up to £70,000
o Target-related bonus (up to 10% of salary)
o Hybrid working (2 days from home)
o 25 days holiday + bank holidays + birthday off
o Option to purchase additional annual leave
o 5% employer pension contribution
o Career progression within a growing business
o Opportunity to shape and develop a key function within the organisation
This is an excellent opportunity for a technically strong paraplanning professional to step into a strategic leadership role and make a real impact within a growing financial planning business.
Apply today via NJR Recruitment or call quoting the reference NJR16681
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
