Paraplanning Team Leader — Hybrid, Multi‑Office

IDEX Consulting; West of England; Hybrid; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Hybrid working

Exposure across three offices

Job summary

IDEX Consulting is seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across Bristol, Cardiff, and Truro. You will lead and mentor a team of about 16 paraplanners, ensuring high technical quality and efficient service delivery while remaining hands-on when needed.

The ideal candidate has a strong paraplanning background with prior leadership or mentoring experience, and excellent report-writing and organizational skills.

Qualifications

• Strong paraplanning background required.
• Experience leading and mentoring paraplanning teams.
• Excellent technical and report-writing skills.
• Ability to motivate and manage a sizeable team across multiple offices.

Responsibilities

• Lead and manage a team of ~16 paraplanners across Bristol, Cardiff and Truro.
• Provide effective leadership, mentoring and ongoing development to team members.
• Monitor workloads, performance and service levels across three offices.
• Ensure paraplanning work is delivered to high technical and professional standards.
• Support the team with complex technical cases when required.
• Identify opportunities to improve processes, efficiency and consistency across paraplanning.

Skills

Paraplanning experience

Team leadership

Mentoring

Management

Cross-office collaboration

Technical paraplanning

Job description

IDEX Consulting is seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across Bristol, Cardiff, and Truro. You will lead and mentor a team of about 16 paraplanners, ensuring high technical quality and efficient service delivery while remaining hands-on when needed.

The ideal candidate has a strong paraplanning background with prior leadership or mentoring experience, and excellent report-writing and organizational skills.