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Paraplanning Manager

4 months ago

London, United Kingdom IDEX Consulting Ltd Full time

Paraplanning Manager

London – Hybrid working

Salary up to circa £60,000 plus benefits


An extremely well established and growing Wealth Management practice are looking to make some key strategic hires to facilitate the next stage of their exciting growth plans.


This position would be the manage the Paraplanning Team whilst also having important responsibilities within supporting the administrative function and also Operational duties too.It’s a really varied role where you will have a huge input into the success of the business and it’s future development.


Key responsibilities:


Manage a team of paraplanners and administrators

Perform checks and ensure the highest quality of work

Manage workflow and delegate task to the team

Assist with training and development and day to day coaching of team members

Gathering and evaluation of MI to improve processes and outcomes


The ideal applicant will have strong paraplanning experience, be a minimum of Diploma level 4 qualified, have strong technical skills and be able to mentor and inspire the team around them. You will be a strong communicator and be able to develop relationships with internal and external stakeholders.


This is a fantastic opportunity to join an organisation with impressive and exciting plans. The office is vibrant, your colleagues are top performers in their fields and your career will only flourish.