FM JOBS LIMITED
Paraplanning Manager

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Are you an experienced Paraplanning Manager seeking your next leadership opportunity in this Paraplanning Manager job?
Our client, a growing national IFA firm, has a Paraplanning Manager position to lead and develop their paraplanning team. This is a genuine people management role where you'll be responsible for driving team performance, development, and operational excellence.
As Paraplanning Manager, you'll take full ownership of your team's growth and success. Your day-to-day will focus on:
- Conducting regular 1-1s and performance appraisals with your team
- Identifying training needs and delivering upskilling programs to enhance capabilities
- Supporting your team on complex case work and providing technical guidance
- Managing workflow and resolving operational challenges efficiently
- Recruiting and onboarding new team members as the business expands
- Coaching and mentoring Paraplanners to achieve their full potential
- Ensuring the team consistently delivers high-quality research and reports
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
This Paraplanning Manager role is perfect for someone with a strong paraplanning background who's passionate about people development and ready to make a real impact in a leadership position.
Paraplanning Manager Requirements
Essential:
- Level 4 Diploma in Financial Planning
- Proven people management experience leading a team of Paraplanners
- Strong background in paraplanning within an IFA environment
Desirable:
- Experience with team recruitment and development initiatives
- Track record of implementing process improvements
The Company
Our client is an established national IFA firm experiencing continued growth. They're committed to investing in their people and creating a supportive environment where professional development is actively encouraged. This Paraplanning Manager position offers the opportunity to lead and shape a high-performing, well-supported paraplanning function.


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Paraplanning Manager Benefits
- Competitive salary dependent on experience
- Hybrid working: 3 days office-based in Bromsgrove
- Contributory pension scheme
- Professional development and career progression support
Location
Candidates should be within commutable distance of Bromsgrove for the office-based days.
Ready to take the next step in your paraplanning career? Apply now to discuss this exciting Paraplanning Manager opportunity!
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