Job description
A financial advisory group experiencing strong year on year growth are seeking a skilled and motivated Paraplanning Manager to lead and shape their paraplanning function.
About the Role:
This is a new position, offering a blend of high-level technical responsibility and leadership. You will head up a team of paraplanners based across the UK and play a key role in delivering high-quality support to our advisers. This is an exciting opportunity for someone looking to make a real impact in a growing business.
Key Responsibilities:
- Lead, coach, and develop a national paraplanning team
- Provide advanced technical paraplanning support
- Mentor and train team members, including new starters
- Oversee WIP management and ensure deadlines are met
- Standardise and improve paraplanning processes using Intelligent Office
- Support complex case work and collaborate with the Case Review Team
- Contribute to ongoing business initiatives and operational projects
The Successful Applicant
- Minimum Level 4 Diploma (working towards Chartered or Advanced Diploma desirable)
- Industry experience
- Proficient in research tools including Defaqto, FE Analytics, and Cashcalc
- Strong communicator with excellent organisational skills
- A proactive and collaborative leadership style
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
