Paraplanning Manager

K3 Advisory Group

Paraplanning Manager overseeing and supervising a Paraplanning team in financial services. Requires 5+ years' experience and knowledge in complex case handling and training new employees.

Posted 6/4/2026full-timeManchester • 🇬🇧 United KingdomMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ParaplanningTriageSuitability ReportsFile ReviewsKPI measurementRecord keepingDatabase managementComplex case handlingIntermediate ICT skillsGDPR compliance

Soft Skills

Team supervisionConflict resolutionTraining and developmentPerformance managementCommunicationOrganizational skillsMeeting facilitationClient relationsProblem-solvingLeadership

Tools & Technologies

Intelligent Office (IO)PapercloudWordExcelOutlookInduction Training PlanFCA regulationsCompliance proceduresMI reportingTime management systems

Certifications & Qualifications

Diploma 4Chartered Status

Industry Keywords

FCA regulationsTCF Mission StatementParaplanning workTeam managementClient treatment standardsPerformance metricsService issuesAbsence managementWorkload managementProvider updates

About the role

Key responsibilities & impact

Experience and competency dealing with complex Paraplanning work
Oversee and supervise a small team of Paraplanners and Trainee Paraplanners
Be first point of contact for service issues, complaints, or difficult situations that may present themselves within the team
In conjunction with Induction Training Plan and Technical Manager, oversee training of new joiners to the Team
Hold regular monthly meetings with the Team to discuss workloads, team success, areas for improvement, new procedures and new provider updates etc
Hold regular 1:1 meetings with each individual team member and conduct annual appraisals each year
Oversee basic HR for the team, such as but not limited to, absence management, time management, performance management, and escalate to Technical Manager where further support is required
Ensure Team adhere to a clear desk policy and work is locked away for GDPR purposes
Measure quality of work completed by the Team for both new and existing clients on Triage, Suitability Reports and File Reviews
Measure quality of work produced in Suitability Reports and on Intelligent Office (IO) for accuracy and level of detail
Monitor record keeping on Papercloud, at a personal level and at team level
Produce MI/KPI information to Technical Manager on both the level of work coming into the Team and the level of work being produced by the Team
Individual Team Member KPI information produced on a regular basis to count towards team’s annual review process, in areas of quantity, and quality
Adhere to FCA regulations in accordance with our compliance procedures
Pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement

Requirements

What you’ll need

Minimum of 5 years’ experience at a Senior Paraplanner level
Diploma 4 qualified ideally Chartered Status or working towards desirable but not essential
Broad knowledge in all product areas
Experience of dealing with complex cases
Intermediate ICT skills including Word, Excel, and Outlook and be able to establish, maintain and update databases accurately
Good knowledge of Intelliflo
Experience of supervising a small team, desirable but not essential

Benefits

Comp & perks

Competitive Salary
25 days holiday plus Bank Holidays
1 x holiday - Birthday holiday
Loyalty holidays with continued service
Christmas Closure (need to retain 3 days from allowance)
Profit Sharing Scheme
Perks Benefit Scheme
Pension (auto-enrolment, then increasing dependent on length of service)
Private Medical Insurance (after 12 months)
Life Assurance
Long Term Service Awards
Fully funded company social events – summer and winter
Generous Study/Training Program