IDEX Consulting Ltd
Paraplanner Team Leader
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanning Team Leader – South West
Salary: £65,000
Location: Bristol, Cardiff or Truro | Hybrid
We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro.
This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol.
The Opportunity
The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro.
- Provide leadership, mentoring and support to the team
- Ensure high standards of technical quality, service delivery and operational efficiency are maintained across the three locations
- Support the team with more complex technical cases where required
- Identify opportunities to improve processes, efficiency and consistency across the paraplanning function
- Work closely with Financial Planners, Client Services and wider management teams
Key Responsibilities
- Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro
- Provide effective leadership, mentoring and ongoing development to team members
- Monitor workloads, performance and service levels across the three offices
- Ensure paraplanning work is delivered to a consistently high technical and professional standard
- Support the team with more complex technical cases where required
- Identify opportunities to improve processes, efficiency and consistency across the paraplanning function
- Work closely with Financial Planners, Client Services and wider management teams
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Candidate Profile
We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career.
Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands-on support to the team when required.
The ideal candidate will have:
- Strong previous experience within a paraplanning environment
- Previous team leadership, mentoring or management experience
- Excellent technical and report-writing skills
- The confidence to manage and motivate a sizeable team
- Strong organisational and workload-management skills
- A collaborative and supportive leadership style
- The ability to work effectively across multiple offices
- A genuine interest in developing and supporting paraplanning professionals
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Location & Working Pattern
Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home.
The business would also consider a Cardiff-based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely.
What's on Offer
- Salary of up to £65,000
- Leadership responsibility for a team of approximately 16 paraplanners
- Opportunity to influence and develop a growing paraplanning function
- Hybrid working
- Exposure across three offices within the South West
- A role combining people leadership with hands-on technical paraplanning
- The opportunity to make a genuine impact on team performance, development and service delivery
This is an excellent opportunity for an experienced Senior Paraplanner or Paraplanning Team Leader looking to take ownership of a sizeable team while retaining a strong connection to the technical side of paraplanning.
For further information or a confidential discussion about the opportunity, please get in touch - Samantha.durbridge@idexconsulting.com
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location