Paraplanning Team Lead

The Role

You will be responsible for:

Team Leadership & Development

• Managing, mentoring, and developing a geographically dispersed paraplanning team
• Conducting performance reviews and driving continuous improvement
• Promoting a positive, supportive, and resilient team culture

Workload & Quality Management

• Managing workflow and task allocation
• Prioritising workloads effectively to meet internal SLAs
• Ensuring high-quality output with first‑line checks and FCA‑aligned compliance standards

Technical Expertise

• Acting as a technical escalation point for complex queries
• Supporting research, analysis, and report preparation where required

Process & Efficiency Improvements

• Identifying opportunities to streamline operations
• Enhancing systems, processes, and client service delivery

Collaboration

• Working closely with advisers and senior management
• Supporting the team through periods of organisational change

• Level 4 Diploma in Financial Planning (essential)
• Proven line management experience within paraplanning (essential)
• Strong understanding of financial planning, products, and FCA requirements
• Excellent communication, organisation, and stakeholder management skills
• A leadership style grounded in integrity, empathy, resilience, and positive influence

We're keen to speak to individuals who demonstrate:

• Commercial awareness in a growing and acquisitive environment
• A collaborative and innovative mindset
• High professional standards and a commitment to excellence
• The ability to lift, motivate, and guide a team, particularly during times of change

• 7% employer pension contribution
• Private medical insurance
• 25 days annual leave + ability to buy and sell leave
• Office closure over Christmas
• Life assurance & health cash plan
• Hybrid working
• Discretionary bonus
• Well‑being support

If this sounds of interest or you know someone who could be interested, please get in touch today and speak with Samantha – Samantha

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.