Haydn Fine Recruitment

Paraplanning Manager Our client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team. This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business. As Paraplanning Manager, you will lead and develop the firm's paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers. You'll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business. Key responsibilities: Managing and developing the paraplanning team Providing technical guidance and quality assurance across client recommendations and reports Supporting advisers with complex financial planning cases Reviewing and enhancing paraplanning processes and workflows Ensuring compliance with regulatory and internal standards What's on offer: Leadership role within a respected and established wealth management firm Opportunity to manage and mentor a team of paraplanners Hybrid working arrangement, including 2 days working from home 27 days annual leave plus bank holidays 9% employer pension contribution Supportive culture with a strong reputation in the market Long-term career progression opportunities Requirements: Significant paraplanning experience within a financial planning or wealth management environment Previous experience leading, mentoring, or managing paraplanners Strong technical knowledge across pensions, investments, protection, and retirement planning Excellent communication and stakeholder management skills Level 4 Diploma qualified (or working towards Chartered status would be advantageous) If you're interested in learning more about this opportunity, we'd be delighted to arrange a confidential discussion.