Paraplanning Lead - Build a High-Impact, Hybrid Team

IDEX Consulting Ltd.; Bromsgrove; Hybride; GBP 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Annual bonus

Pension

Death in service

MediCash

Flexible holidays

Professional development

Résumé du poste

IDEX Consulting Ltd. is seeking a Paraplanning Manager to lead and develop an established paraplanning team within a major national wealth management business.

You’ll coach staff, manage workflow and SLAs, and drive standards across the team. Based at our Midlands head office with hybrid working, you’ll shape performance, handle tricky questions, and ensure advisers receive consistently high-quality work on time.

Qualifications

• Must be diploma qualified and comfortable with the research and report-writing process within an IFA environment.
• Experience coaching or developing people and managing a paraplanning team.
• Strong understanding of the financial planning and advice process.
• Ability to improve standards and meet SLAs while coaching others.

Responsabilités

• Manage workflow and SLAs for the paraplanning team.
• Coach and develop team members.
• Improve standards and troubleshoot issues rather than accepting status quo.
• Ensure Advisers receive consistently good work on time.

Connaissances

Paraplanning

Team leadership

Coaching

Performance management

Formation

Diploma qualified

Description du poste

IDEX Consulting Ltd. is seeking a Paraplanning Manager to lead and develop an established paraplanning team within a major national wealth management business.

You’ll coach staff, manage workflow and SLAs, and drive standards across the team. Based at our Midlands head office with hybrid working, you’ll shape performance, handle tricky questions, and ensure advisers receive consistently high-quality work on time.