Paraplanning Manager | Lead Technical Team (Hybrid)

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

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.