Paraplanning Team Leader – Hybrid (Bristol/Cardiff/Truro)

IDEX Consulting; Cardiff; Hybride; GBP 59 000 - 72 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Leadership role across 3 offices

Résumé du poste

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

Responsabilités

• 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

Connaissances

Paraplanning experience

Team leadership

Technical writing

Leadership confidence

Organisational skills

Collaborative leadership

Multi-office collaboration

Mentoring

Description du poste

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.