Paraplanning Team Lead

IDEX Consulting; Cardiff; Hybrid; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Hybrid working

Leadership role across 3 offices

Job summary

IDEX Consulting is representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across Bristol, Cardiff and Truro, combining leadership with hands-on technical paraplanning.

You will lead a team of about 16 paraplanners, mentor and develop staff, monitor workloads and maintain high technical standards while collaborating with Financial Planners and Client Services across three offices. Hybrid working is available.

Qualifications

• Strong paraplanning experience
• Leadership or mentoring/management experience
• Excellent technical and report-writing skills
• Confidence to manage and motivate a sizeable team
• Strong organisational and workload-management skills
• Collaborative and supportive leadership style
• Ability to work effectively across multiple offices
• Genuine interest in developing paraplanning professionals

Responsibilities

• Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro
• Provide effective leadership, mentoring and ongoing development to team members
• Monitor workloads, performance and service levels across the three offices
• Ensure paraplanning work is delivered to a consistently high technical and professional standard
• Support the team with more complex technical cases where required
• Identify opportunities to improve processes, efficiency and consistency across the paraplanning function
• Work closely with Financial Planners, Client Services and wider management teams

Skills

Paraplanning experience

Team leadership

Technical writing

Leadership confidence

Organisational skills

Collaborative leadership

Multi-office collaboration

Mentoring

Job description

We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro.

This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team.

The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol.

The Opportunity

The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands-on element to their role.

Key Responsibilities

• Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro
• Provide effective leadership, mentoring and ongoing development to team members
• Monitor workloads, performance and service levels across the three offices
• Ensure paraplanning work is delivered to a consistently high technical and professional standard
• Support the team with more complex technical cases where required
• Identify opportunities to improve processes, efficiency and consistency across the paraplanning function
• Work closely with Financial Planners, Client Services and wider management teams

Candidate Profile

• Strong previous experience within a paraplanning environment
• Previous team leadership, mentoring or management experience
• Excellent technical and report‑writing skills
• The confidence to manage and motivate a sizeable team
• Strong organisational and workload‑management skills
• A collaborative and supportive leadership style
• The ability to work effectively across multiple offices
• A genuine interest in developing and supporting paraplanning professionals

Location & Working Pattern

Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff‑based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely.

What's on Offer

• Salary of up to £65,000
• Leadership responsibility for a team of approximately 16 paraplanners
• Opportunity to influence and develop a growing paraplanning function
• Hybrid working
• Exposure across three offices within the South West
• A role combining people leadership with hands-on technical paraplanning
• The opportunity to make a genuine impact on team performance, development and service delivery

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.