Summary

The paraplanning manager oversees a team of approximately 10 paraplanners across multiple locations, coordinating workflow and developing colleagues. The role is based in London and focuses on consistent, compliant financial planning support and continuous process improvement.

Responsibilities

• Oversee workflow for approximately 10 paraplanners
• Coach paraplanners and support career development
• Coordinate advice support across multiple locations
• Maintain quality standards and regulatory controls
• Improve paraplanning processes and service consistency
• Partner with wealth planners, operations, risk, and compliance
• Encourage technology and ai-enabled productivity solutions