Bucks and Berks Recruitment
Marlow SL7, UK
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...
