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 supervising a small team
• Working closely with Financial Planners to deliver high-quality client outcomes

Skills/Experience

• Motivated and detail-oriented with strong technical knowledge and leadership capability
• A minimum of 5 years' experience in financial services
• Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• Experience in a managerial or supervisory role
• Strong technical understanding of financial planning
• Experience using Intelligent Office (I.O.) and adviser platforms
• Excellent communication skills with both clients and colleagues
• Strong organisational and team coordination abilities
• Exceptional attention to detail
• A proactive and self-motivated mindset
• Reliability and a commitment to high standards

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.

As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.

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