Paraplanning Leadership Position
3 weeks ago
About the Role:
This is a senior Paraplanning position within our team at IDEX Consulting. We are seeking an experienced Paraplanner Manager to lead and develop our Paraplanning department.
Responsibilities:
- To recruit, manage, train and develop high-calibre Paraplanners.
- To oversee the training and monitoring of new employees, ensuring they meet competency standards within agreed timelines.
- To support and mentor both Subs Bench and trainee Paraplanners, promoting their growth and development.
- To collaborate with other Paraplanning Managers to ensure sufficient resource allocation and technical coverage.
- To conduct first-line quality checks on reports, focusing on turnaround times and processes.
- To provide support to the Managing Director in regional and practice-based activities.
- To assist the Technical Manager in centralised technical and Paraplanning tasks.
Requirements and Qualifications:
- A Level 4 Diploma in Regulated Financial Planning is essential for this role.
- Previous experience as a Paraplanner is necessary, along with proven leadership skills.
- The ability to coach, mentor and develop staff is crucial for success in this position.
What We Offer:
We offer a competitive basic salary of £40,000 - £60,000 per annum, depending on experience, along with a flexible benefits package and a hybrid working arrangement.
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