Paraplanning Team Lead
Idex Consulting Ltd

Bristol, Avon
•48 minutes ago
•No application
About
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 teamConducting performance reviews and driving continuous improvementPromoting a positive, supportive, and resilient team culture Workload & Quality Management Managing workflow and task allocationPrioritising workloads effectively to meet internal SLAsEnsuring high-quality output with first-line checks and FCA-aligned compliance standards Technical Expertise Acting as a technical escalation point for complex queriesSupporting research, analysis, and report preparation where required Process & Efficiency Improvements Identifying opportunities to streamline operationsEnhancing systems, processes, and client service delivery Collaboration Working closely with advisers and senior managementSupporting the team through periods of organisational cha




