Financial Planning Ops Lead: Paraplanning Teams
Role Description & Overview
JJ Search Ltd is seeking a Financial Planning Operations Manager to shape how operations are delivered across a growing offshore function. You will lead Paraplanning Team Leaders and partner with senior stakeholders to drive operational excellence.
The successful candidate will implement scalable workflows, mentor teams, and ensure high-quality client service while promoting best practices across the firm. This is an influential role in a boutique financial planning environment with strong
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Key Details
- Date Posted: 21 Oct 2026
- Location: west of england
- Employment: Permanent
- Workplace: Hybrid
- Specialism: Finance, Management & Operations
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JJ Search Ltd
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