Paraplanning Manager
Role: Paraplanning Manager Location: Chipping Norton (Hybrid) Salary: Negotiable + Bonus The Opportunity A well-established and highly respected independent financial planning firm is seeking an experienced Paraplanning professional to lead its growing paraplanning team based in Chipping Norton. This is an exciting opportunity for a technically strong paraplanner with leadership experience who is looking to play a key role in both the delivery of high-quality financial planning support and contribute to strategic development of the business. The successful individual will combine hands-on paraplanning responsibilities with team management, operational oversight, and involvement in wider business initiatives. The firm has built an excellent reputation for providing tailored financial planning solutions across retirement planning, investments, estate planning, inheritance tax mitigation, and protection advice. With a strong focus on client outcomes, professional development, and collaborative working, this position offers genuine long-term career prospects within a progressive and forward-thinking organisation. The Role Working closely with Financial Planners, Compliance, Operations, and the senior leadership team, the Paraplanning Manager will be responsible for overseeing the day-to-day performance of the paraplanning team while continuing to provide technical expertise on complex client cases. This is a varied and rewarding position that requires a balance of technical ..... full job details .....
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