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 office
• Writing complex suitability reports
• Managing the end-to-end advice process
• Ensuring compliance with internal processes and regulatory requirements
• Supporting, mentoring, and su...