Paraplanner and Admin team manager

An award-winning Chartered Financial Planning firm based in central Glasgow is seeking an experienced Paraplanner & IFA Administration Team Manager to join the business as part of its continued growth strategy.  With a strong reputation for delivering high-quality, client-centric financial planning advice, the firm is entering an exciting phase of expansion and is looking to appoint a talented leader to oversee its growing support functions. This is an outstanding opportunity for an experienced manager to make a significant impact within a highly respected and forward-thinking wealth management business.

The successful candidate will take responsibility for the management, development and performance of both the Paraplanning and IFA Administration teams, ensuring the delivery of exceptional support to Advisers and an outstanding experience for clients.  The role involves leading a team of 4 Paraplanners (2 Senior Paraplanners and 2 Trainee Paraplanners) and 4 IFA Administrators

Working closely with Advisers, Directors and senior stakeholders, the Team Manager will oversee workflows, manage team performance, support recruitment activities and play a key role in delivering the firm's ambitious growth plans.

Key Responsibilities

• Lead, motivate and develop the Paraplanning and IFA Administration teams.
• Conduct regular 1:1 meetings, coaching sessions and annual appraisals.
• Manage team performance, productivity and professional development.
• Oversee workflow allocation and resource planning to ensure service standards are consistently achieved.
• Support the recruitment process, including interviewing and onboarding new team members.
• Develop career progression pathways for trainees and experienced team members.
• Ensure high standards of technical support and administration are maintained across the department.
• Identify and implement operational improvements to increase efficiency and service delivery.
• Work collaboratively with Financial Planners and Directors to support strategic business objectives.
• Maintain compliance with FCA regulations, internal procedures and quality standards.
• Contribute to the firm's ongoing growth and development initiatives.

About You

The firm is keen to speak with individuals who are currently performing a similar role within an Independent Financial Advice, Wealth Management or Financial Planning environment and have a proven track record of successfully managing both Administrative and Paraplanning teams.

The ideal candidate will have:

• Previous experience managing Paraplanning and IFA Administration teams.
• Experience conducting regular 1:1s, performance reviews and annual appraisals.
• Experience interviewing and recruiting team members to support business growth.
• Strong leadership and people management skills.
• Excellent organisational and workflow management capabilities.
• A thorough understanding of financial planning processes and client servicing.
• The ability to mentor, develop and motivate individuals at varying stages of their careers.
• A proactive approach and commitment to continuous improvement.
• Strong communication and stakeholder management skills.

Qualifications

The successful candidate will ideally hold professional qualifications and demonstrate a commitment to ongoing professional development, including:

• Level 4 Diploma in Regulated Financial Planning (or equivalent), or
• Significant progress towards achieving Diploma status.

What's on Offer?

• Opportunity to join an award-winning Chartered Financial Planning firm.
• A key leadership role within a growing and ambitious business.
• Hybrid working arrangement of 4 days in the office and 1 day working from home.
• Competitive salary and comprehensive benefits package.
• Excellent long-term career progression opportunities.
• Supportive, collaborative and professional culture.
• Centrally located Glasgow offices.
• The opportunity to play a pivotal role in shaping and developing a high-performing support team.

The Opportunity

This role would suit an experienced Paraplanning Manager, Operations Manager, Client Services Manager or Team Leader looking to join a highly respected Chartered firm where they can make a genuine impact. It represents an exciting opportunity for a passionate and capable people manager who thrives on developing teams, improving processes and helping drive business growth.

To apply, candidates should possess relevant experience within Financial Planning or Wealth Management and demonstrate a successful track record of managing both Paraplanning and Administration functions within an advisory business.

Please get in touch for a confidential discussion with Alison Curran prior to progressing by applying now with your cv for more information.