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Paraplanner Manager

Job description

An extremely well established and growing Wealth Management practice are looking to make some key strategic hires to facilitate the next stage of their exciting growth plans.

This position would be the manage the Paraplanning Team whilst also having important responsibilities within supporting the administrative function and also Operational duties too. It's a really varied role where you will have a huge input into the success of the business and it's future development.

Key responsibilities:

  • Manage a team of paraplanners and administrators
  • Perform checks and ensure the highest quality of work
  • Manage work-flow and delegate task to the team
  • Assist with training and development and day to day coaching of team members
  • Gathering and evaluation of MI to improve processes and outcomes

The ideal applicant will have strong paraplanning experience, be a minimum of Diploma level 4 qualified, have strong technical skills and be able to mentor and inspire the team around them. You will be a strong communicator and be able to develop relationships with internal and external stakeholders.

This is a fantastic opportunity to join an organisation with impressive and exciting plans. The office is vibrant, your colleagues are top performers in their fields and your career will only flourish.

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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.