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Paraplanner Team Supervisor

Job description

Paraplanner Team Supervisor opportunity to oversee and line manage a team to ensure timely, efficient and accurate research is completed for independent financial advisers, in this full-time with hybrid working flexibility.

Key Responsibilities for Paraplanner Team Supervisor will include:

  • Line management of all members of the team
  • Dealing with any staffing or workflow issues/requirements within the team, escalating to the Divisional Manager where necessary
  • Identify training needs for all team members, ensure any training requirements are met
  • Identify any process issues/improvements and escalate for investigation
  • Ensure that the team adheres to SLA's
  • Provide coaching and support to other team members
  • Communicating with IFAs coherently on a regular basis and providing case updates where required
  • Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD
  • Participating in firm research projects, adhering to set deadlines, as and if required

What we are looking for in our ideal Research Team Supervisor:

  • Diploma in Financial Planning
  • Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
  • Experience in an IFA environment, demonstrating quality communications of constructive feedback
  • A high standard of written and communication skills
  • An ability to demonstrate strong report-writing skills

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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.