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Paraplanning Team Leader

Job description

Our client is centralising their Administration teams due to mergers and acquisitions and are keen to bring a Paraplanning Team Leader to bring together people and processes.

Role Responsibilities:

  • First line leader to ensure excellent service is provided to both clients and Advisers
  • Working environments run efficiently whilst also being a safe and motivational place to work
  • Each office is visited in person weekly to spend time with the team members
  • Ensure offices are staffed adequately
  • Identify and manage development needs of individuals
  • Manage individual performance
  • Hold development reviews
  • Coaching and training

Experience Required:

  • Similar background within a large IFA practice
  • Teamwork
  • Problem Solving
  • Self-Management
  • Leading Change
  • Being results-driven
  • Learning and Development

The roles will also have our standard benefits package as follows:

  • Death in Service (4 x annual salary)
  • Private Medical Insurance
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash (health-care cash back plan)
  • Pension 5% employer contribution, 3% employee contribution
  • Discretionary 10% annual bonus based on company performance
  • 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year

For more information on this Paraplanning Team Leader role please click apply!

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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.