Paraplanning Team Leader

I'm currently working with a growing financial planning firm in Birmingham that is looking to appoint a Technical Paraplanning Team Leader.

This is an excellent opportunity for an experienced Paraplanner with strong technical expertise who is looking to play a key role within the business. Whilst the position includes responsibility for leading a small team, the firm's priority is finding someone with the technical capability to act as a subject matter expert and support both Paraplanners and Advisers across complex financial planning cases.

You will oversee a team of two Paraplanners whilst also providing technical guidance to three Trainee Advisers. The role remains hands-on from a paraplanning perspective, making it ideal for someone who enjoys technical research, report writing and helping to solve complex client planning challenges.

Key responsibilities include:

• Leading and supporting a team of two Paraplanners

• Acting as the technical expert within the business

• Providing guidance and technical support to three Trainee Advisers

• Producing and reviewing suitability reports

• Conducting technical research across pensions, investments and protection

• Assisting with complex client cases and financial planning strategies

• Maintaining high standards of report writing and compliance

• Supporting the ongoing development of junior team members

• Contributing to process improvements across the technical function

About You

To be considered, you will have:

• Significant paraplanning experience within a financial planning environment

• Strong technical knowledge across pensions, investments, retirement planning and taxation

• Experience dealing with complex financial planning cases

• Excellent report writing and analytical skills

• The ability to support and develop less experienced colleagues

• Diploma qualified or working towards Chartered status would be advantageous

• Strong communication and stakeholder management skills

Previous line management experience would be beneficial, but the firm is placing greater emphasis on technical capability and leadership by example.

What's on Offer?

• Salary of £45,000 - £50,000

• 3% employee and 5% employer pension contributions

• 4x death in service cover

• 25 days holiday plus bank holidays and your birthday off

• Financial support towards professional qualifications

• Free onsite parking

• Regular team events, including overseas incentives

• Office-based initially, with hybrid working (1-2 days from home) available following probation

Please note: Due to the office location, candidates must hold a full UK driving licence and have access to a vehicle.
This is an excellent opportunity for a technically strong Paraplanner looking to join a supportive business where they can have a genuine impact on the development of both the team and the wider advice function.

To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on 07441 341 817 or [email protected] .

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.