Financial Services Manager

10 hours ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

We are seeking an experienced Paraplanning Team Lead to oversee the delivery of high-quality technical services to our Advice practices in Glasgow and Edinburgh.

About the Role

This is a key position that involves managing, training, and developing skilled Paraplanners within budget and headcount levels to support Advice practices. The successful candidate will be responsible for recruiting, training, and monitoring new employees to ensure their competence is achieved within agreed timescales.

Responsibilities
  1. Manage a team of Paraplanners to deliver high-quality report writing services.
  2. Collaborate with other Paraplanning Managers to ensure sufficient resource and technical coverage for all types of report writing.
  3. Perform first-line checks on report quality, turnaround times, and adherence to processes.

The ideal candidate will have certification in Level 4 Diploma in Regulated Financial Planning (CII/LIBF), previous experience in Paraplanning, and leadership skills to lead from the front.

We offer a competitive basic salary of £45,000 per annum and a flexible benefits package with opportunities for hybrid working.



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