The Private Office
Paraplanner Manager
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Based in our London office, you will lead a Paraplanning and Advice Delivery Support Unit (ADSU) team, overseeing team performance, development, and service delivery. This is a player-manager role, combining people leadership with a reduced level of technical and client work to support business priorities.
Key Responsibilities
Leadership & People
- Lead, coach, and develop Paraplanning and ADSU colleagues.
- Manage performance, wellbeing, development, and recruitment activity.
- Foster a collaborative, high-performing team culture.
Workflow & Service Delivery
- Oversee workflow, capacity, and service levels across both teams.
- Act as a key contact for Advisers and Financial Planning Executives.
- Use MI and data to monitor performance and drive improvements.
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Technical & Client Support
- Maintain a reduced caseload alongside management responsibilities.
- Support report writing, advice delivery, quality reviews, and complex cases.
- Ensure accurate records and effective use of Curo.
Quality & Continuous Improvement
- Promote high standards of quality, compliance, and client service.
- Drive process, technology, and operational improvements.
- Build strong relationships across Advice Delivery and the wider business.
Knowledge, Skills & Experience
Essential
- Strong Paraplanning experience with high-quality report-writing skills.
- CII Diploma in Financial Planning (minimum).
- Experience leading, coaching, or mentoring others.
- Excellent communication, stakeholder management, and organizational skills.
- Strong technical knowledge of pensions, investments, and regulation.
- Able to manage competing priorities while maintaining service standards.
- Adaptable, accountable, and committed to continuous improvement.
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Desirable
- Previous people-management experience.
- Advanced Diploma, Chartered status, or working towards it.
- Experience managing hybrid or multi-site teams.
- Knowledge of workflow systems, MI, and Curo.
- Experience supporting operational change and process improvement initiatives.
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