Paraplanning Manager

Paraplanning Manager

Location: Leicestershire (Hybrid – 1 day WFH after probation)

Salary:

Full-Time Permanent 37.5 Hours per Week

NJR Recruitment is delighted to be representing a leading financial planning firm in their search for a Paraplanning Manager to join their thriving and growing organisation. This is an exceptional leadership opportunity for a qualified and technically strong professional to lead a high-performing paraplanning team, driving operational efficiency and excellence in client service.

Our Client offer a friendly and family orientated working environment, you will be responsible for playing a Senior role within the firm reporting to the Director, you will responsible for Managing a small team of Paraplanners to ensure the process remains seamless.

What’s on Offer

• Competitive salary (DOE & qualifications)
• 1 day WFH per week after probation
• Modern offices with free on-site parking
• Supportive and collaborative company culture

Key Responsibilities

• Lead and manage a team of paraplanners and outsourced support providers
• Oversee workflow allocation, prioritisation, and delivery to deadlines
• Drive process improvement and quality assurance across the department
• Produce high-quality, compliant suitability reports and technical research
• Support advisers throughout the advice process and handle technical queries
• Stay up to date with product, technical, and regulatory changes
• Mentor and develop team members, conducting performance reviews and recruitment

What We’re Looking For

• Level 4 Diploma qualified (or close to completion)
• Proven experience in a paraplanning leadership or supervisory role
• Strong technical knowledge of financial products and planning tools
• Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office
• Organised, adaptable, and committed to high standards of accuracy

What’s on Offer

• Competitive salary (DOE & qualifications)
• 1 day WFH per week after probation
• Modern offices with free on-site parking
• Supportive and collaborative company culture

Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm.

Please quote REF:NJR15984