Office Manager / Senior Paraplanner

Office Manager / Senior Paraplanner Bourne End, Buckinghamshire£55,000 - £65,000 depending on experienceFull-Time Office-BasedA long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team.This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management.The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm''s growth.The RoleThis position will involve a mixture of:Writing and reviewing complex suitability reportsManaging the advice process through to completionSupporting Financial Planners with technical case preparationOverseeing day-to-day office operationsSupervising and mentoring administrators/paraplannersEnsuring high standards of compliance and client servicingThe successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients.Candidate RequirementsThe ideal candidate will have:Minimum 5 years'' experience within Financial ..... full job details .....