Paraplanning Manager

IDEX Consulting Ltd; West Oxfordshire; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

32 days' holiday plus Bank Holidays

5% employer pension contribution

£2,000 annual training budget

One paid volunteer day

Death in Service

Income protection - up to 75% of basic

Job summary

IDEX Consulting Ltd. is seeking an experienced Paraplanning Manager to lead a small paraplanning team while remaining hands-on with complex cases and report writing.

The role sits within a successful, independent wealth management and financial planning business, offering hybrid working and significant impact across operations. You will line manage the paraplanning team, oversee workflow, provide technical guidance and participate in broader operational discussions.

Qualifications

• Experience leading a paraplanning team and delivering complex cases.
• Level 4 diploma or equivalent required.
• Proven people-management experience with a collaborative leadership style.
• Strong knowledge of investments, pensions and financial planning.
• Excellent report writing and communication skills.
• Highly organised with attention to detail and ability to multi-task.
• Proactive, development-focused mindset for team growth.

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

People leadership

Paraplanning experience

Technical paraplanning

Report writing

Investments knowledge

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

Interested?

If you're an experienced Paraplanning Manager looking for a role combining people leadership, technical expertise and genuine influence, we'd love to hear from you.

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.