Paraplanning Leadership Position

3 weeks ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

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.



  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job SummaryA 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...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Company Overview:IDEX Consulting is a leading National Wealth Management Firm with a strong presence in Glasgow and Edinburgh.About the Role:We are seeking an experienced Paraplanning Leader to join our team. As a Paraplanning Manager, you will be responsible for managing and developing a high-performing Paraplanning team.Key Responsibilities:To recruit,...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Paraplanning Support Lead: Job SummaryIDEX Consulting, a leading National Wealth Management Firm, is seeking an experienced Paraplanning Support Lead to join our team. As a key member of our Paraplanning department, you will play a critical role in delivering high-quality technical and report writing services to Advisers.Key Responsibilities:Manage...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Paraplanning Support DirectorA very exciting opportunity has arisen to lead a team of Paraplanners at our National Wealth Management Firm with a significant presence in Glasgow and Edinburgh.In this key role, you will be responsible for the management of Paraplanning support across multiple Practices, delivering high-quality technical services to...

  • Paraplanning Expert

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

    We are seeking an experienced Paraplanner to join our team in Glasgow, working predominantly remotely with occasional office attendance.The ideal candidate will have a strong background in paraplanning and wealth management, with excellent technical knowledge and research skills.Key Responsibilities:Prepare high-quality written advice and provide technical...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job ResponsibilitiesThis Paraplanning Coordinator position involves providing administrative support to our recruitment team, ensuring seamless operations and exceptional client service.Key responsibilities include managing candidate databases, scheduling interviews, and maintaining updated information on job openings and candidate profiles.With your strong...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Glasgow-based IDEX Consulting Ltd seeks a skilled Paraplanner to assist with preparing written advice and providing technical research services to Advisors and partners. This role involves ensuring high-quality advice delivery in an efficient manner.Key ResponsibilitiesPrepare written advice and technical research servicesEnsure efficient advice delivery to...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    About the Role:As a paraplanning and client support expert, you will play a vital role in providing technical support to our financial advisers and contributing to the advice process.About Eden Scott:Our company has a warm and dynamic office culture and is committed to supporting the career development pathways of our employees. We offer a flexible working...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    About the Job:We are looking for a skilled Paraplanning Manager to lead our team in delivering exceptional results. The successful candidate will have extensive experience in Paraplanning and proven leadership skills.Job Description:To lead a team of Paraplanners and ensure they deliver high-quality reports and meet deadlines.To recruit, train, and develop...


  • Glasgow, Glasgow City, United Kingdom Hotel Co 51 Full time

    Resort Leadership PositionWe invite applications for a Resort Leadership Position at Hotel Co 51. As part of our leadership team, you will be responsible for driving operational excellence, ensuring compliance with laws and regulations, and maintaining a safe environment for our guests and staff.Key requirements include:A minimum of four years of experience...


  • Glasgow, Glasgow City, United Kingdom TJX EUROPE Full time

    TJX Europe is seeking a Store Leadership Position to join our team! As a Retail Team Lead, you will be responsible for leading a team of associates in a fast-paced retail environment.About This OpportunityYou will work closely with our management team to achieve sales targets, improve customer satisfaction, and drive business results.We offer a competitive...


  • Glasgow, Glasgow City, United Kingdom Engineering Recruit UK Full time

    **Engineering Leadership Position Overview**We are looking for a highly skilled and experienced Engineering Leadership professional to join our team in Scotland. As an Engineering Leadership Position, you will play a key role in shaping the direction of our engineering strategy and leading our team to achieve exceptional results.Salary Range: Up to £70,000...


  • Glasgow, Glasgow City, United Kingdom Newsom Consulting Ltd Full time

    Newsom Consulting Ltd is seeking an experienced Operations Leadership Position to lead operations within Scotland and drive strategic growth for our company.The ideal candidate will have a proven track record of leadership within a similar project-driven environment, ideally in the energy or infrastructure sectors.**Job Description: Company OverviewWe are a...

  • Sales Director

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom SCALA Leadership Full time

    Unlock Your Sales Potential as a Senior Sales ExecutiveSalary: Up to £80,000 base - Double OTE (plus car allowance)Fully remote role in the UK.We're partnering with a leading client to find a skilled Senior Sales Executive. This is an excellent opportunity for someone who thrives on strategic partnerships and driving new business growth.Key...


  • Glasgow, Glasgow City, United Kingdom Glasgow Children's Hospital Trading Ltd Full time

    Glasgow Children's Hospital Trading Ltd is seeking a highly motivated and customer-focused individual to fill the Store Leadership Position of Shop Manager. This role offers an exciting opportunity to join our team and make a positive impact on the lives of children and families attending the Royal Hospital for Children, Glasgow.As a Shop Manager, you will...


  • Glasgow, Glasgow City, United Kingdom Premier Christian Communications Ltd Full time

    Job Description:KYTHE, a dynamic Christian youth organisation, is seeking an exceptional Head of Youth Work to lead their transformative youth work programme across Kinross-shire. This pivotal leadership position involves shaping and leading KYTHE's programmes, managing youth work staff, and building meaningful partnerships with key stakeholders.Key...


  • Glasgow, Glasgow City, United Kingdom Barchester Healthcare Ltd Full time

    About the OpportunityAre you a dedicated and compassionate nurse looking to take on a leadership role? Barchester Healthcare Ltd is seeking an experienced Unit Nurse Manager (General) to join our team. As a key member of our care home, you will play a vital part in delivering exceptional nursing care to our residents.About YouWe're looking for someone with a...


  • Glasgow, Glasgow City, United Kingdom NHS National Services Scotland Full time

    About the RoleWe are seeking a highly skilled and motivated individual to fill the position of Associate Postgraduate Dean for the South East Region. This is an exciting opportunity to lead and develop Foundation Training in the region, ensuring that all programmes implement and maintain best practice.The successful candidate will be accountable for the...


  • Glasgow, Glasgow City, United Kingdom Zachary Daniels Full time

    About the Role:We are seeking an experienced and results-driven Store Manager to join our team at Zachary Daniels. This leadership position is responsible for leading a team of retail professionals in delivering exceptional customer service, driving sales growth, and ensuring site profitability.Lead a high-performing team and provide coaching and development...


  • Glasgow, Glasgow City, United Kingdom LGBT Great Full time

    Job OverviewThis Insurance Leadership Position is a fantastic opportunity for an experienced professional to take on a challenging role within a dynamic corporate insurance team. The successful candidate will be responsible for leading a team of client service advisors and specialists, ensuring high-quality service delivery to clients.ResponsibilitiesTeam...