Paraplanning Team Lead

IDEX Consulting; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in Bristol is seeking an experienced Paraplanning Manager to lead a team of paraplanners. The role focuses on high-quality technical support, team development, and process improvements in a hybrid setting. The ideal candidate will possess a Level 4 Diploma in Financial Planning and have proven management experience. This position offers a competitive benefits package including a 7% pension contribution and private medical insurance.

Benefits

7% employer pension contribution

Private medical insurance

25 days annual leave

Office closure over Christmas

Life assurance

Health cash plan

Discretionary bonus

Well-being support

Qualifications

• Experience in managing, mentoring, and developing a paraplanning team.
• Strong understanding of FCA requirements and financial planning.
• Proven line management experience and leadership skills.

Responsibilities

• Lead and develop a high-performing paraplanning team.
• Manage workflow and task allocation effectively.
• Act as a technical escalation point for complex queries.

Skills

Level 4 Diploma in Financial Planning

Line management experience within paraplanning

Understanding of financial planning products

Excellent communication skills

Stakeholder management skills

Education

Level 4 Diploma in Financial Planning

Job description

An exciting opportunity has arisen with a rapidly expanding wealth management group undergoing significant growth through strategic acquisitions. The business combines the energy of a modern, fast-scaling organisation with the stability of private equity backing.

We are seeking an experienced Paraplanning Manager to lead, support, and develop a high-performing team of around 13 paraplanners, based across multiple UK locations. This role is central to ensuring the delivery of high-quality technical support to advisers and clients, while helping guide the team through an evolving landscape shaped by continued M&A activity.

This is a hybrid position, with 3 days per week in the Bristol office and 2 days working from home.

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

Skills & Experience

• 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

What We're Looking For

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

What's on Offer

• 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 - [e-mail]

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