Senior Paraplanner / Manager

Senior Paraplanner / Office Manager

Location: Nottingham Business Park (Hybrid working available)

Salary: Up to £50,000 per annum (depending on experience)

Job Type: Full-time, Permanent

The Opportunity

A well-established Wealth Management firm based in Nottingham is seeking a Senior Paraplanner / Office Manager to join their team in a broad and varied role combining Paraplanning, Operational Management, and Compliance responsibilities.

This is an excellent opportunity for an experienced Paraplanner looking to step into management — or for someone with a background in Operations or Compliance within financial services who also has experience with suitability reports or report writing.

Role Responsibilities
Oversee day-to-day operations and support the adviser team
Manage FCA regulatory reporting and compliance requirements
Supervise internal policies, payroll, insurance, and client documentation
Lead and support a small admin/paraplanning team
Conduct 1:1s, team meetings, appraisals, and training
Draft or review suitability reports and conduct file checks where required
Manage software licences, supplier contracts, and office operations
Coordinate provider communications, internal updates, and meeting agendas
What We’re Looking For

You may be:

An experienced Paraplanner ready to step into a leadership/operations role
A current Operations or Paraplanning Manager with strong technical understanding
A Compliance professional with some experience in report writing

Essential:

Background in financial planning/wealth management
Strong organisational and communication skills
Familiarity with FCA regulations and compliance processes
Confident using Microsoft Office and financial planning tools

Desirable:

Level 4 Diploma in Financial Planning (not essential)
What’s on Offer
Salary up to £50,000 (depending on experience)
Hybrid working (2–3 days in office)
Flexitime
Free on-site parking
Friendly and professional team environment
Long-term progression and development

Working Hours: Monday to Friday

Location: Nottinghamshire NG8