Paraplanning Team Manager

Role

Paraplanning Team Manager

Reporting To: Head of Operations

Location: Manchester City Centre / Home (hybrid)

Salary Range: £50,000 to £65,000 depending on experience + discretionary bonus

We are looking for a Paraplanning Team Manager to help us continue to deliver exceptional client outcomes. You will lead our paraplanning team, ensuring its people, systems and processes deliver high-quality, timely and compliant support to advisers and clients.

What you will be doing

• Lead, coach and develop the paraplanning team, setting clear objectives and supporting performance and growth.
• Manage workflow, capacity and productivity, so service is delivered on time and to agreed quality standards.
• Work closely with advisers, the Management team and the wider business to meet client and business objectives.
• Maintain the technical capability to support client advice, research and suitability reports, and demonstrate best practice.
• Drive quality, compliance with FCA regulations and continuous improvement of team processes.

What we are looking for

• Supervisory or management experience, with strong people-management and coaching skills.
• In-depth knowledge of financial planning processes, including research, analysis, suitability and compliance.
• Excellent communication skills and strong attention to detail.
• Ability to prioritise and manage a high workload while maintaining quality.
• Qualified to at least Diploma level; Chartered status is desirable.
• Experience with Intelliflo Office, AJ Bell and Quilter platforms is desirable.

What we offer

• 27½ days holiday plus Bank Holidays, including a birthday day
• Hybrid working (minimum 2 days per week in the office) with flexible hours and flexitime
• Company pension with contributions up to 5% matched by Five Wealth
• Death in service cover and access to Unum Help@Hand health and wellbeing support
• In-house training, exam study support and a personal development plan
• Regular company social events

The full job description is available to download here as a PDF.

To apply for this role please send a copy of your CV and a cover letter, setting out why you would be suitable and with the relevant application reference, by email to careers@fivewealth.co.uk