Paraplanner Team leader

IDEX Consulting; City of Edinburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading consulting firm in Edinburgh is seeking an experienced Paraplanner Team Leader. This role involves managing a team of Paraplanners, driving process improvements, and ensuring high-quality service delivery. Ideal candidates will have a strong background in financial services and experience in staff management.

Qualifications

• Experience in the Financial Services Industry within a support function.
• Good understanding of Xplan.
• Experience in staff management, training, coaching a team.

Responsibilities

• Lead, train, and develop a team of Paraplanners.
• Standardise and improve processes using tools like Xplan.
• Ensure regulatory compliance and operational efficiency.

Skills

Client focused

Proficient in MS Word/Excel

Tools

Xplan

Job description

We are looking for an experienced Paraplanner Team Leader to lead and support the Paraplanners. You'll manage daily operations, drive process improvements, develop team capability, and support strategic initiatives-all while ensuring consistent, high-quality service.

What you'll do:

• Lead, train, and develop a team of Paraplanners
• Standardise and improve processes using tools like Xplan
• Oversee work-flow and performance reviews
• Deliver monthly reporting and support key projects
• Ensure regulatory compliance and operational efficiency

Knowledge

• Experience in the Financial Services Industry within a support function
• Good understanding of Xplan
• Knowledge of creating and updating processes & procedures
• Experience in staff management, training, coaching a team

Skills & Qualifications

• Current or previous experiences as a Paraplanner for HNW clients, preferably in an Independent firm
• Client focused, delivering a high standard of client service
• Proficient in MS Word/Excel

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