Paraplanning Manager - Derby

Posted 1 month ago
East Midlands

Here’s one for the Paraplanners who love what they do but recognise that a job is something that should enrich your life, rather than control it.

I’ve teamed up with a firm that’s turned any notions of stuffy, hierarchical financial service institutions on their head by placing culture and wellbeing at the heart of the business. This is a company that recognises that their team does their best work when they’re feeling confident, accomplished and well-supported.

They’re looking for a Paraplanning Manager to step into their East Midlands office and head up their mid-sized paraplanning team.

This role is open to both those with existing experience as Paraplanning Managers, or experienced Paraplanners with leadership ambitions.

You’ll be responsible for ensuring that the reports produced for the team are up to scratch and will act as a point of expertise for both colleagues and HNW clients.

From a management perspective, you’ll be expected to allocate resources, streamline workflows, and identify areas in which existing processes can be improved.

‘So, what’s in it for me?’

  • Flexible working: you’re in control of the hours you work and where you work from
  • Exam support and funding through a bespoke learning and development programme
  • Open holiday
  • Optional socials: from beer to book clubs, there’s something for everyone
  • Basic salary of up to £55,000 plus a generous benefits package

‘Sounds good… what do I need to bring to the table?’

  • The ability or potential to manage a team of Paraplanners with varying levels of skills or experience
  • A holistic understanding of financial planning for HNW individuals
  • A QCF Level 4 Qualification (E.g., DipPFS, DipFA)
  • The ability to put complex concepts into ‘layman’s terms’
  • Exceptional multi-tasking, prioritisation and workflow management skills

If you think you’d be a good fit for the role or are curious to find out more, don’t hesitate to send an email through to

Alternatively, apply here for immediate consideration.

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