Paraplanning Team Leader – Hybrid
Listed on 2026-10-26
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Management
Financial Manager -
Finance & Banking
Accounting & Finance, Financial Compliance, Financial Manager, Accounting Manager
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.
We have an opening for a Paraplanning Team Leader – Hybrid (Bristol/Cardiff/Truro) in Cardiff, Wales, United Kingdom within Finance, Management & Operations.
The following opening is for a Paraplanning Team Leader – Hybrid (Bristol/Cardiff/Truro) with IDEX Consulting.
Our group is growing, and we are hiring a Paraplanning Team Leader – Hybrid (Bristol/Cardiff/Truro) in Cardiff, Wales, United Kingdom.
This opening is for the Paraplanning Team Leader – Hybrid (Bristol/Cardiff/Truro) role at IDEX Consulting.
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