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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 OpportunityA 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
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)
- 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
