Bristol
Job Title: Financial Planning Support Manager
Location: Bristol (Hybrid Working Available)
I’m working with a respected financial planning firm to recruit a Financial Planning Support Manager to lead their paraplanning and administration teams in Bristol.
Reporting to the COO, you’ll be responsible for the day-to-day management of financial planning support functions, driving operational efficiency, ensuring compliance, and supporting ongoing M&A integration. This is a key leadership role within a collaborative and client-focused business.
Key Responsibilities:
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Lead and develop the paraplanning and administration teams
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Monitor workflows and service standards (SLAs/KPIs)
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Improve systems and processes to enhance adviser and client experience
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Support the integration of teams from recent acquisitions
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Ensure regulatory compliance and act as a point of escalation for operational issues
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Oversee systems such as Dynamics 365 and Intelligent Office
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Report regularly to senior management on team performance and progress
About You:
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Experienced leader in financial services, ideally with a paraplanning or client support background
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Strong understanding of FCA compliance requirements
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Tech-savvy, process-driven, and a confident communicator
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Ideally Level 4 qualified or working towards this
What’s On Offer:
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Competitive salary + private medical, pension & bonus
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25 days holiday + bank holidays
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Hybrid working (typically 2-3 days in-office)
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Supportive, growing firm with a focus on long-term development
Interested?
Get in touch to find out more or send over your CV for a confidential chat.