Regional Head of Paraplanning

IDEX Consulting; Bristol; On-site; GBP 57,000 - 68,000; Full time

Job summary

A respected financial planning business in the UK is seeking an experienced Regional Paraplanner Manager to lead and develop their paraplanning teams while ensuring compliance and improving service delivery. The ideal candidate will have strong technical knowledge and proven management experience. The role offers a salary of £68,000, an annual bonus, and various benefits including holiday leave, life assurance, and professional development opportunities.

Benefits

£68,000 salary + annual bonus

25 days holiday + bank holidays + birthday leave

Life assurance (4x salary)

Funded exams and paid study leave

Comprehensive induction and ongoing development

Flexible benefits package

Cycle to Work Scheme

Two paid volunteering days per year

Employee Assistance Programme

Access to internal mortgage services

Qualifications

• Proven people management experience within a paraplanning function.
• Strong technical knowledge across pensions, investments, retirement planning, SIPPs and IHT.
• Excellent communication skills with the ability to influence and collaborate at all levels.

Responsibilities

• Manage and develop a regional team of Paraplanners and Report Writers.
• Oversee workflow and service delivery in line with business needs.
• Conduct regular 1:1 meetings and set clear development plans.

Skills

People management

Technical knowledge in pensions and investments

Excellent communication skills

Job description

A fantastic opportunity has arisen for an experienced Regional Paraplanner Manager to join a highly respected national financial planning business. This role is ideal for a confident people leader with strong technical knowledge and proven experience managing high-performing paraplanning teams.

Key Responsibilities

• Manage, coach and develop a regional team of Paraplanners and Report Writers
• Oversee workflow, resource allocation and service delivery in line with business needs
• Conduct regular 1:1 meetings, appraisals and set clear development plans
• Support Advisers by providing high-quality technical and paraplanning expertise when required
• Promote consistent standards across all offices and ensure advice meets compliance and quality benchmarks
• Drive continuous improvement across the paraplanning function, including processes and productivity
• Monitor quality, KPIs and service levels, ensuring the team delivers accurate, compliant and timely work
• Identify opportunities to enhance client experience and improve adviser efficiency

Requirements

• Proven people management experience within a paraplanning function
• Strong technical knowledge across pensions, investments, retirement planning, SIPPs and IHT
• Experience managing teams across multiple offices is highly desirable
• Excellent communication skills with the ability to influence and collaborate at all levels
• Ability to balance commercial needs with compliance requirements
• Confident working under pressure, managing deadlines and prioritising effectively

Benefits

• £68,000 salary + annual bonus
• 25 days holiday + bank holidays + birthday leave
• Life assurance (4x salary)
• Funded exams and paid study leave
• Comprehensive induction and ongoing development
• Flexible benefits package
• Cycle to Work Scheme
• Two paid volunteering days per year
• Employee Assistance Programme
• Access to internal mortgage services
• Inclusive culture with employee forums and companywide events

If this role sounds of interest, and you feel you fit the criteria, please don't hesitate to reach out via email or apply - [e-mail]

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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.