Technical Paraplanning Leadership Position
4 days ago
A senior-level position has arisen at IDEX Consulting, a leading National Wealth Management Firm with bases in Glasgow and Edinburgh. As a Paraplanner Manager, you will oversee the management of paraplanning support across multiple practices, delivering high-quality technical and report writing services to advisers.
This role requires strategic leadership, people management, and a focus on quality, ensuring that our clients receive exceptional service.
Responsibilities:- Recruit, train, develop, and manage high-calibre Paraplanners within budget and headcount levels, supporting multiple advice practices.
- Train and monitor new employees, ensuring they reach competency within agreed timescales.
- Support, develop, and mentor candidates from the Paraplanning Subs Bench and trainee Paraplanners.
- Collaborate with other Paraplanning Managers to ensure sufficient resource and technical coverage for all report types.
- Conduct first-line checks on report quality, turnaround times, and process adherence.
- Support the Managing Director in regional and practice-based activities.
- Assist the Technical Manager, Advice Services in centralised technical and paraplanning activities, including maintaining procedures and intranet content.
- Level 4 Diploma in Regulated Financial Planning (CII/LIBF)
- Previous experience in paraplanning
- Ability to coach, mentor, and develop staff
- Strong leadership skills
An attractive basic salary, flexible benefits package, and hybrid working arrangements. If you have previous experience in a financial services technical role and are looking for a challenging leadership opportunity, we encourage you to apply.
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