Paraplanning Manager — Lead Technical Wealth Team; Hybrid
Listed on 2026-10-07
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Management
Wealth Management -
Finance & Banking
Financial Compliance, Accounting & Finance, Accounting Manager, Wealth Management
IDEX Consulting Ltd is seeking an experienced Paraplanning Manager to lead and develop a small paraplanning team within a growing independent wealth management business. The role combines people leadership, hands-on technical paraplanning, and operational responsibility to support senior planners and the wider management team.
You will oversee workflow, maintain high standards, provide technical guidance, and contribute to process improvements while staying hands-on with complex cases and client
We are currently recruiting a Paraplanning Manager — Lead a Technical Wealth Team (Hybrid) for our team in England, United Kingdom.
Our team is growing, and we are hiring a Paraplanning Manager — Lead a Technical Wealth Team (Hybrid) in England, United Kingdom.
This role is for the Paraplanning Manager — Lead a Technical Wealth Team (Hybrid) role at IDEX Consulting Ltd.
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