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...
