Paraplanning Manager

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

You might already manage a paraplanning team. Or you might be the person who trains the new starters, answers the difficult questions, checks the work and helps everyone else when their workload gets out of hand.
Either way, you're probably spending less time thinking about your own performance and more time thinking about everyone else's.

That's what this job is about. You'll take responsibility for an established paraplanning team within one of the UK's largest independent financial planning businesses. 200+ Advisers. 750+ employees.

So there's enough scale to make this interesting.

You'll manage workflow and SLAs, but you won't spend your days staring at spreadsheets.
You'll coach people.
Develop them.
Improve standards.
Deal with problems.
Look at why something isn't working rather than simply accepting that it's always been done that way.
And make sure the Advisers your team supports get consistently good work, on time.
You'll need to understand financial planning properly.
That means you'll be diploma qualified and comfortable with the research and report-writing process within an IFA environment.
But your current job title is less important.

You might be a:

• Paraplanning Manager
• Paraplanning Team Leader
• Senior Paraplanner
• Technical Manager
• Operations Manager
• Compliance Manager

If you understand the advice process and you've successfully managed, coached or developed people, there's potentially a conversation to be had.
You'll be joining a leading National wealth management firm at its Midlands head office, with hybrid working available.

There's a competitive salary, annual bonus, pension, death-in-service cover, MediCash, flexible holiday options and ongoing professional development.

But you're unlikely to change jobs for a shopping discount. You'll change because you want more responsibility, more influence and the opportunity to build a genuinely high-performing team.

Our Diversity, Equity and Inclusion Mission

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.