Office Manager/Senior Paraplanner

An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators.This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility.We are looking for someone with Level 4 Diploma in Financial Planning (DipPFS or equivalent) and experience in a managerial or supervisory role.The role is office based Monday to Friday and comes with excellent benefits including 24 days holiday, and an enhanced pension.Responsibilities will include:Overseeing the smooth day-to-day running of the officeWriting complex suitability reportsManaging the end-to-end advice processEnsuring compliance with internal processes and regulatory requirementsSupporting, mentoring, and supervising a small teamWorking closely with Financial Planners to deliver high-quality client outcomesSkills/ExperienceMotivated and detail-oriented with strong technical knowledge and leadership capabilityA minimum of 5 years'' experience in financial servicesLevel 4 Diploma in Financial Planning (DipPFS or equivalent)Experience in a managerial or supervisory roleStrong technical understanding of financial planningExperience using Intelligent Office (I.O.) and adviser platformsExcellent communication skills with both clients and colleaguesStrong organisational and team ..... full job details .....