Financial Services Leadership Role

17 hours ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

A leading role in our National Wealth Management Firm, with a significant presence in Scotland.

About the Job

This position involves overseeing Paraplanning support across multiple practices, delivering exceptional technical services to Advisers. You will also be responsible for centralised Paraplanning or technical activities.

Main Responsibilities
  • Lead and manage skilled Paraplanners within budget and headcount levels, supporting multiple Advice practices.
  • Train and monitor new employees, ensuring they meet competence standards within agreed timelines.
  • 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 report writing tasks.
  • Perform quality checks on reports, turnaround times, and process adherence.
  • Assist the Managing Director in regional and practice-based activities.
Requirements
  • Certification in Regulated Financial Planning (Level 4 Diploma)
  • Previous experience in Paraplanning
  • Ability to coach, mentor, and develop staff
  • Leadership skills

We are seeking an experienced professional with previous experience in a financial services technical role, ideally as a Paraplanner Manager.

Benefits

An attractive basic salary of £55,000 - £65,000 per annum, flexible benefits package, and hybrid working arrangement are offered in return.



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