Director of Paraplanning Operations

Paraplanning Leadership OpportunityTake charge of complex paraplanning tasks, including ITP, cashflow modelling, pensions, and other technical aspects. As a key member of the IDEX Consulting Ltd team, you will be responsible for leading the paraplanning team and ensuring the delivery of high-quality services to clients. The company offers a range of...

Job Summary:We are seeking a highly skilled Paraplanning Operations Manager to join our team at IDEX Consulting Ltd. As a key member of our paraplanning team, you will be responsible for managing and mentoring a small team of paraplanners, taking charge of complex paraplanning tasks, and contributing to our collaborative approach to success.Key...

Key Responsibilities:• Manage a team of paraplanners to deliver high-quality complex financial planning tasks, including ITP, cashflow modelling, pensions, and technical aspects.• Contribute to the company's growing success with a collaborative approach and proactive attitude.• Participate in an expanding team with opportunities for career progression...

Company OverviewWe are a well-established wealth management firm based in the UK, committed to providing exceptional services to our clients.

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