Paraplanning Team Lead - Hybrid & Hands-On Leadership

IDEX Consulting Ltd is seeking an experienced Paraplanning Team Leader to oversee a paraplanning function across Bristol, Cardiff and Truro. The role combines hands-on paraplanning with leadership responsibilities and a focus on mentoring and development of a 16-strong team.

The successful candidate will lead performance, development and day-to-day management, ensuring high technical quality and efficient service delivery across three offices while supporting senior Financial Planners and