We are working closely with a growing financial planning business with two offices in the South. Due to recent expansion they are now looking to hire a Paraplanning Manager to take on responsibility for this department within the business.
The team currently consists of 4 Paraplanners, across two locations in Somerset and North Devon. The business also has a number of Administrators who are currently undergoing their level 4 diploma with the view for them to then move into a junior paraplanning role. With this in mind we are looking to engage with candidates who have a minimum of the level 4 diploma, and have an understanding of both basic and technical reports.
The role initially will consists of a 50/50 split across management and technical complex reports, but with the view as the team continues to grow, more management duties will come into play.
Individuals who are looking to take the next step in their career and move into a management role, this could be the ideal role for you!
Please click apply for more information on this Paraplanning Manager opportunity in the South West and we will be in touch.
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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.