Office Manager/Senior Paraplanner

Bucks & Berks Recruitment PLC • Remote, Remote, United-Kingdom • Posted June 18, 2026

Location Remote, Remote
Job Type Full-time
Category Banking and Financial Services
Posted June 18, 2026
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.
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
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 i...

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