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Senior Paraplanner / Office Manager Location: Nottingham Business Park (Hybrid working available) Salary: Up to £50,000 per annum (depending on experience) Job Type: Full-time, Permanent The Opportunity A well-established Wealth Management firm based in Nottingham is seeking a Senior Paraplanner / Office Manager to join their team in a broad and varied role combining Paraplanning, Operational Management, and Compliance responsibilities. This is an excellent opportunity for an experienced Paraplanner looking to step into management — or for someone with a background in Operations or Compliance within financial services who also has experience with suitability reports or report writing. Role Responsibilities • Oversee day-to-day operations and support the adviser team, • Manage FCA regulatory reporting and compliance requirements, • Supervise internal policies, payroll, insurance, and client documentation, • Lead and support a small admin/paraplanning team, • Conduct 1:1s, team meetings, appraisals, and training, • Draft or review suitability reports and conduct file checks where required, • Manage software licences, supplier contracts, and office operations, • Coordinate provider communications, internal updates, and meeting agendas What We’re Looking For You may be: • An experienced Paraplanner ready to step into a leadership/operations role, • A current Operations or Paraplanning Manager with strong technical understanding, • A Compliance professional with some experience in report writing Essential: • Background in financial planning/wealth management, • Strong organisational and communication skills, • Familiarity with FCA regulations and compliance processes, • Confident using Microsoft Office and financial planning tools Desirable: • Level 4 Diploma in Financial Planning (not essential) What’s on Offer • Salary up to £50,000 (depending on experience), • Hybrid working (2–3 days in office), • Flexitime, • Free on-site parking, • Friendly and professional team environment, • Long-term progression and development

You are here: Home / News / News / Defence Relationship Management – Head Office Employer Engagement Administrative Officer. Defence Relationship Management – Head Office Employer Engagement Administrative Officer. Applications are invited for a Full-Time Admin Officer position at Defence Relati

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