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Job Title


Paraplanning Manager


Company : IDEX CONSULTING LTD


Location : Sheffield, Yorkshire and the Humber


Created : 2025-06-18


Job Type : Full Time


Job Description

Paraplanning ManagerAre you the right applicant for this opportunity Find out by reading through the role overview below.Sheffield (Hybrid working available)50,000 - 55,000A financial advisory group experiencing strong year on year growth are seeking a skilled and motivated Paraplanning Manager to lead and shape their paraplanning function.About the Role:This is a new position, offering a blend of high-level technical responsibility and leadership. You will head up a team of paraplanners based across the UK and play a key role in delivering high-quality support to our advisers. This is an exciting opportunity for someone looking to make a real impact in a growing business.Key Responsibilities:Lead, coach, and develop a national paraplanning teamProvide advanced technical paraplanning supportMentor and train team members, including new startersOversee WIP management and ensure deadlines are metStandardise and improve paraplanning processes using Intelligent OfficeSupport complex case work and collaborate with the Case Review TeamContribute to ongoing business initiatives and operational projectsThe Successful ApplicantMinimum Level 4 Diploma (working towards Chartered or Advanced Diploma desirable)At least 5 years industry experienceProficient in research tools including Defaqto, FE Analytics, and CashcalcStrong communicator with excellent organisational skillsA proactive and collaborative leadership style