Paraplanner Manager

IDEX Consulting Ltd; Redditch; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

IDEX Consulting Ltd invites applications for a Paraplanner Manager to lead a team of Paraplanners and Senior Paraplanners. The role focuses on delivering high-quality paraplanning support within a hybrid setup, combining office-based leadership three days a week with remote work.

Ideal candidates will have strong paraplanning technical knowledge, people-management skills and the ability to drive continuous improvements across the function, aligning with regulatory standards and business goals.

Qualifications

• Experience leading a team of paraplanners and senior paraplanners.
• Experience in regulated financial services or wealth management.

Responsibilities

• Line manage Paraplanners and Senior Paraplanners with clear objectives.
• Set performance expectations aligned to business goals.
• Conduct 1:1s, performance reviews and development conversations.
• Coach and mentor to improve technical knowledge and quality.
• Oversee allocation and prioritisation of paraplanning work across the team.
• Ensure service levels and deadlines are met and workloads balanced.

Skills

Paraplanner management

Leadership

Regulatory knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

We are looking for an experienced and motivated Paraplanner Manager to lead, develop and support a team of Paraplanners and Senior Paraplanners.

This is a key leadership role within the Financial Planning function, responsible for ensuring the team delivers high-quality, technically accurate and commercially focused paraplanning support to Financial Advisers and clients.

The successful candidate will combine strong technical paraplanning knowledge with excellent people-management and organisational skills. You will be responsible for setting high standards, managing workflow and capacity, developing team capability and driving continuous improvements across the paraplanning function.

The role is hybrid, with 3 days per week office-based and the remaining time working remotely.

Key Responsibilities

Leadership & People Management

• Line manage a team of Paraplanners and Senior Paraplanners, providing clear direction, support and leadership.
• Set clear objectives and performance expectations, ensuring these are aligned with wider business goals.
• Conduct regular 1:1s, performance reviews and development conversations.
• Identify training and development needs and support team members in achieving their career aspirations.
• Coach and mentor Paraplanners and Senior Paraplanners to improve technical knowledge, efficiency and quality.
• Manage performance effectively, recognising high performance and addressing areas for improvement.
• Foster a positive, collaborative and high-performing team culture.

Workflow & Resource Management

• Oversee the allocation and prioritisation of paraplanning work across the team.
• Monitor workloads, capacity, deadlines and service levels to ensure work is delivered within agreed timescales.
• Effectively manage competing priorities and escalated capacity or resourcing issues where appropriate.
• Ensure the team provides consistent and timely support to Financial Advisers.
• Identify opportunities to improve workflow, processes and team efficiency.
• Work closely with Financial Planning and Operations leadership to ensure appropriate resource planning.

Technical & Quality Oversight

• Maintain high standards of technical accuracy and quality across all paraplanning work.
• Review and oversee suitability reports, financial planning analysis, recommendations and associated documentation where required.
• Ensure work is completed in line with regulatory requirements, company procedures and agreed technical standards.
• Support the team with complex technical queries and cases.
• Identify recurring technical or quality issues and implement appropriate solutions.
• Work closely with Compliance/Technical teams to ensure best practice is maintained.

Stakeholder Management

• Build strong working relationships with Financial Advisers, Financial Planners and wider business teams.
• Act as a key point of escalation for complex paraplanning and workflow matters.
• Communicate effectively with stakeholders regarding priorities, capacity, deadlines and service delivery.
• Ensure the paraplanning team operates as a valued and proactive partner to the Financial Planning team.

Experience

• Experience managing a team comprising both Paraplanners and Senior Paraplanners.
• Experience working within a regulated financial services or wealth management environment.
• Level 4 Diploma in Regulated Financial Planning or equivalent.