Financial Planning Support Manager

Lead the Backbone of a Top-Tier Wealth Firm – Financial Planning Support Manager | £65,000 - £80,000 | Bristol / HybridAre you a proactive leader with a sharp eye for operational excellence in financial planning? Join a respected UK-wide wealth management firm as their new

Financial Planning Support Manager

and take the reins of a high-performing admin and paraplanning team that powers top-tier financial advice.About the RoleThis is a pivotal role overseeing the day-to-day operations of the financial planning support function, ensuring the smooth delivery of client-centric, compliant, and efficient support services. You’ll be central to enabling financial planners to focus on what they do best—advising clients.From integrating teams post-MandA to streamlining back-office systems and workflows, this position offers the scope to make a strategic impact.Salary and Benefits£65,000 - £80,000 per annum (dependent on experience)Private Medical InsuranceGenerous Pension Contribution25 Days Holiday + Bank HolidaysFlexible Hybrid Working OptionsOngoing Professional Development Support (CII/CISI)Opportunity to shape operational strategy in a high-growth environmentKey ResponsibilitiesLead, mentor, and develop paraplanning and administration team leadersManage resource planning and workload allocation across teamsOversee MandA team integrations and process standardisationDrive service-level performance, KPIs, and workflow managementEnsure FCA compliance and act as escalation point for operational queriesChampion client service excellence and operational best practiceOversee CRM and back-office systems (e.g., Microsoft Dynamics 365, Intelligent Office)Liaise with product providers to enhance adviser and client outcomesCollaborate on strategic operational planning and reportingWhat We’re Looking ForProven leadership experience in a financial services or wealth management settingIn-depth knowledge of FCA regulations and financial planning operationsBackground in paraplanning or client support is highly advantageousStrong familiarity with tools such as Intelligent Office, EValue, Dynamic Planner, or FE AnalyticsCII or CISI qualified (e.g., Level 4 Diploma in Regulated Financial Planning)Clear, confident communicator with a process-driven mindsetLocationBased in Bristol, with hybrid working options available for the right ..... full job details .....