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Executive & Management paraplanner
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IDEX Consulting Ltd
17 Mar, 2026
Permanent
Paraplanner Manager
IDEX Consulting Ltd Birmingham, UK
A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical...
Exchange Street Claims & Financial Services
18 Mar, 2026
Permanent
Technical Consultant - Financial Planning
Exchange Street Claims & Financial Services Birmingham, UK
Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years....
Exchange Street Claims & Financial Services
18 Mar, 2026
Permanent
Technical Consultant - Financial Planning
Exchange Street Claims & Financial Services Lancashire, UK
Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years....
Exchange Street Claims & Financial Services
17 Mar, 2026
Permanent
Technical Consultant - Financial Planning
Exchange Street Claims & Financial Services Bristol, UK
Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community....
Exchange Street Claims & Financial Services
17 Mar, 2026
Permanent
Technical Consultant - Financial Planning
Exchange Street Claims & Financial Services Cirencester GL7, UK
Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community....
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