Job description
An exciting opportunity has arisen with a rapidly expanding wealth management group undergoing significant growth through strategic acquisitions. The business combines the energy of a modern, fast-scaling organisation with the stability of private equity backing.
We are seeking an experienced Paraplanning Manager to lead, support, and develop a high-performing team of around 13 paraplanners, based across multiple UK locations. This role is central to ensuring the delivery of high-quality technical support to advisers and clients, while helping guide the team through an evolving landscape shaped by continued M&A activity.
This is a hybrid position, with 3 days per week in the Bristol office and 2 days working from home.
The Role
You will be responsible for:
Team Leadership & Development
- Managing, mentoring, and developing a geographically dispersed paraplanning team
- Conducting performance reviews and driving continuous improvement
- Promoting a positive, supportive, and resilient team culture
Workload & Quality Management
- Managing workflow and task allocation
- Prioritising workloads effectively to meet internal SLAs
- Ensuring high-quality output with first-line checks and FCA-aligned compliance standards
Technical Expertise
- Acting as a technical escalation point for complex queries
- Supporting research, analysis, and report preparation where required
Process & Efficiency Improvements
- Identifying opportunities to streamline operations
- Enhancing systems, processes, and client service delivery
Collaboration
- Working closely with advisers and senior management
- Supporting the team through periods of organisational change
Skills & Experience
- Level 4 Diploma in Financial Planning (essential)
- Proven line management experience within paraplanning (essential)
- Strong understanding of financial planning, products, and FCA requirements
- Excellent communication, organisation, and stakeholder management skills
- A leadership style grounded in integrity, empathy, resilience, and positive influence
What We're Looking For
We're keen to speak to individuals who demonstrate:
- Commercial awareness in a growing and acquisitive environment
- A collaborative and innovative mindset
- High professional standards and a commitment to excellence
- The ability to lift, motivate, and guide a team, particularly during times of change
What's on Offer
- 7% employer pension contribution
- Private medical insurance
- 25 days annual leave + ability to buy and sell leave
- Office closure over Christmas
- Life assurance & health cash plan
- Hybrid working
- Discretionary bonus
- Well-being support
If this sounds of interest or you know someone who could be interested, please get in touch today and speak with Samantha - Samantha.durbridge@idexconsulting.com
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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.
