Paraplanner Manager

A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high‑performing environment.

• Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth.
• Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues.
• Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity.
• Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods.

• Experience in financial services with strong technical knowledge
• Proven management experience leading Paraplanning teams
• Level 4 Diploma or equivalent preferred
• Solution‑focused, agile, and comfortable with change
• Growth mindset – continually seeking ways to improve yourself, your team, and processes

• Supportive team culture - close collaboration and long‑tenured staff
• Clear career development and professional growth pathways
• Hybrid working & flexibility – 3 days in the office, 2 days from home, with flexible start times
• Exciting innovation – firm actively exploring new technologies to enhance processes
• Varied and engaging work – complex pensions, IHT planning, and high‑net‑worth client cases

Ellie Sedgwick at IDEX Consulting -  / elli

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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.