Paraplanning Manager

IDEX Consulting; Chipping Norton; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

32 days holiday

Pension contribution 5%

Training budget £2,000

Volunteer day

Death in Service

Income protection

35-hour week

Employee-owned business

Job summary

IDEX Consulting is partnering with an independent wealth management and financial planning business to appoint an experienced Paraplanning Manager. You will lead a small paraplanning team, support financial planners and oversee technical casework with hands-on involvement.

You'll shape processes, quality controls and reporting, while remaining hands-on with client analysis, research and suitability reports. Hybrid working and a competitive salary are on offer.

Qualifications

• Experience in paraplanning and report writing.
• Level 4 diploma or equivalent.
• Experience managing a team of paraplanners.
• Strong knowledge of investments, pensions and financial planning.
• Excellent report writing and communication skills.
• Strong organisational skills and attention to detail.
• Ability to manage multiple priorities and deadlines.
• Proactive, collaborative approach with people development.

Responsibilities

• Line manage and develop the paraplanning team, including 1-to-1s and appraisals.
• Allocate and oversee workflow, ensuring deadlines and quality standards are met.
• Provide technical guidance and support to the team.
• Carry out quality assurance reviews and audits.
• Chair paraplanning team meetings and contribute to wider operations meetings.
• Work with senior management to improve processes and support business strategy.
• Liaise with compliance, Financial Planners and operations on technical and regulatory matters.
• Remain hands-on with technical paraplanning, including client analysis, research and suitability report writing.
• Support Financial Planners with complex cases and selected client reviews.
• Keep up to date with developments across investments, pensions and financial planning.

Skills

Paraplanning

Team management

Report writing

Investments knowledge

Pensions knowledge

Compliance awareness

Education

Level 4 Diploma

Job description

The Opportunity

An exciting opportunity has arisen for an experienced Paraplanning Manager to join a successful and growing independent, employee-owned wealth management and financial planning business.
This is a key role combining team leadership, technical paraplanning and operational responsibility. You'll manage and develop a small team of Paraplanners while remaining hands‑on with complex technical cases and report writing.
You'll work closely with Financial Planners, compliance, operations and the wider management team, giving you the opportunity to make a genuine impact on the development of the paraplanning function.

Key Responsibilities

• Line manage and develop the paraplanning team, including 1-to-1s and appraisals
• Allocate and oversee workflow, ensuring deadlines and quality standards are met
• Provide technical guidance and support to the team
• Carry out quality assurance reviews and audits
• Chair paraplanning team meetings and contribute to wider operations meetings
• Work with senior management to improve processes and support business strategy
• Liaise with compliance, Financial Planners and operations on technical and regulatory matters
• Remain hands‑on with technical paraplanning, including client analysis, research and suitability report writing
• Support Financial Planners with complex cases and selected client reviews
• Keep up to date with developments across investments, pensions and financial planning

About You

We're looking for an experienced Paraplanning Manager with strong technical knowledge and proven people‑management experience.
You'll ideally have:

• Previous paraplanning experience
• Level 4 diploma qualified
• Previous experience managing a team of Paraplanners
• Strong knowledge of investments, pensions and financial planning
• Excellent report writing and communication skills
• Strong organisational skills and attention to detail
• The ability to manage multiple priorities and deadlines
• A proactive, collaborative approach with a genuine interest in developing people

What's on Offer?

• Competitive salary, dependent on experience
• Hybrid working
• 32 days' holiday, plus Bank Holidays and Christmas week
• 5% employer pension contribution
• £2,000 annual training budget
• One paid volunteer day
• Death in Service
• Income protection - up to 75% of basic salary
• 35-hour working week
• Opportunity to play a key role within a growing, employee‑owned business

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.