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: Nottingham Business Park, Nottinghamshire
Sector:
- Financial Services
- Financial Planning
