Paraplanning and Operations Manager

About the CompanyOur client is a long-established independent financial planning firm with an excellent reputation for delivering high-quality, client-focused advice. With a loyal client base built over decades and a strong emphasis on professionalism, technical excellence and personal service, the business is entering an exciting phase of succession planning and growth. This appointment will play a key role in supporting the continued success of the firm while helping shape its future operational structure.Role SummaryThis is an opportunity for an experienced paraplanning professional to step into a broader leadership position, combining advanced technical work with operational oversight and team management. The successful candidate will support advisers, mentor a small team and take ownership of key office functions, contributing directly to the firm''s long-term growth and stability.Key Responsibilities• Oversee day-to-day office operations, helping ensure the smooth running of the business • Produce and review complex suitability reports, utilising your technical expertise • Manage the advice process from recommendation through to implementation • Mentor and support a team of administrators and paraplanners, driving performance and development • Ensure compliance with regulatory requirements, policies and procedures • Assist with broader business management responsibilities, including operational improvements and team coordinationRequirements• Level 4 Diploma in ..... full job details .....