Job Description

Role: Paraplanning Manager Location: Chipping Norton (Hybrid) Salary: Negotiable + Bonus The Opportunity n

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.

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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.

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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 team-oriented working, this position offers genuine long-term career prospects within a progressive and forward-thinking organisation.

The Role n

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.

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This is a varied and rewarding position that requires a balance of technical excellence, strong leadership skills,



and the ability to drive operational efficiency while maintaining exceptional client service standards.

Key Responsibilities Technical & Paraplanning Support n

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- Research pensions, investments, protection and tax planning strategies.
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- Prepare suitability reports, recommendations and cashflow models.
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- Provide technical support on complex cases and assist with client meetings and reviews.
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Team Leadership & Management nn
- Lead, mentor and develop the paraplanning team.
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- Conduct one-to-ones, appraisals and performance reviews.
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- Manage team workload, capacity and performance.
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- Provide technical oversight and chair team meetings, contributing to the wider business planning.
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Requirements nn
- Several years paraplanning experience within an IFA, wealth management, or financial planning environment.
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- Diploma qualified (Level 4 Financial Planning qualification or equivalent).
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- Strong technical knowledge across pensions, investments, protection, and taxation.
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- Experience with cashflow modelling software.
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- Previous people management, team leadership, mentoring, or supervisory experience.
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- Excellent report-writing and analytical skills.
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Some of the Benefits nn
- Attractive annual bonus.
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- Hybrid and flexible working arrangements.
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- Generous holiday entitlement.
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- Full CII study support and ongoing professional development.
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- Genuine long-term career progression and leadership development opportunities.
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📌 Paraplanning Manager (Sydney)
🏢 Grove Talent Solutions
📍 Sydney