modern approach

traditional values

Regional Paraplanner Manager

Location: Bath

Salary: £40,000 - £50,000

Type: Permanent

Category: Administration, support & operational

Ref: SW/2414

A Regional Paraplanning Manager is sought for this award-winning national financial planning business. Based from Bath, you’ll manage a team of report writers and paraplanners across the South West region.

Salary on offer ranges from £40,000 to £50,000, dependent on experience plus a range of comprehensive benefits and 25 days holiday.

As Paraplanning Manager, you’ll be responsible for training, developing, motivating and managing the paraplanners, managing work-flow, conducting 1-2-1’s and appraisals and generally creating a centre of excellence within each of the offices throughout the region.

You’ll also play a key role in process improvement; ensuring the client service experience is of the highest standard and help increase financial planners’ productivity through the support provided by the paraplanning teams.

To be successful in this position you’ll have:

  • Effective people-management skills
  • In-depth paraplanning experience yourself, with good knowledge of investments, pensions, pension transfers, SIPPs, post-retirement and IHT Planning
  • Level 4 Diploma in Financial Planning, studying towards Chartered status would be ideal
  • Excellent communication, interpersonal and leadership skills.


If you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005.



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