Head of Paraplanning

  • Idex Consulting
  • Sep 30, 2025
Full time Banking

Job Description

Overview

An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions. Ideally, you will be an experienced Paraplanning manager / lead who is seeking an opportunity to further progress your career.

Responsibilities

The role would oversee approximately 25 Paraplanners currently, with expected growth to 40 by the end of the year. The role would report into the Operations Director and involve participation in wider company projects as the business evolves with technology at the forefront.

Qualifications

Experienced Paraplanning manager / lead. (No additional formal qualifications are listed beyond experience.)

Benefits

The role offers not just an exceptional salary but an excellent annual bonus and benefits including:

  • 28 days holiday increasing to 30
  • Company matched Pension
  • BUPA healthcare and so much more
How to apply

For more information please apply for the role.

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Diversity, Equity and Inclusion

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.