Office Manager / Senior Paraplanner

Job description

Office Manager / Senior Paraplanner

Bourne End, Buckinghamshire

£55,000 – £65,000 depending on experience

Full-Time | Office-Based

A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team.

This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management.

The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm’s growth.

The Role

This position will involve a mixture of:

• Writing and reviewing complex suitability reports
• Managing the advice process through to completion
• Supporting Financial Planners with technical case preparation
• Overseeing day-to-day office operations
• Supervising and mentoring administrators/paraplanners
• Ensuring high standards of compliance and client servicing

The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients.

Candidate Requirements

The ideal candidate will have:

• Minimum 5 years’ experience within Financial Services
• Level 4 Diploma qualified (DipPFS or equivalent)
• Previous Senior Paraplanning experience
• Managerial or supervisory experience
• Strong technical knowledge across financial planning
• Experience using Intelligent Office (I.O.) and industry platforms
• Excellent communication and organisational skills
• High attention to detail and a proactive approach

What’s on Offer

• £55,000 – £65,000 salary depending on experience
• Full-time permanent position
• Friendly and supportive working environment
• 24 days holiday plus bank holidays
• Enhanced employer pension contributions
• Long-term progression and the opportunity to play a significant role within a respected independent firm

For further information or to express interest in the opportunity, please apply or get in touch directly.

Extra information

Status

Open

Education Level

Secondary School

Location

Bourne End

Type of Contract

Full-time jobs

Published at

22-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English