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Permanent

Paraplanning Team Leader

IDEX Consulting Ltd
Birmingham
money-bag £45000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3129000969

I''m currently working with a growing financial planning firm in Birmingham that is looking to appoint a Technical Paraplanning Team Leader.This is an excellent opportunity for an experienced Paraplanner with strong technical expertise who is looking to play a key role within the business. Whilst the position includes responsibility for leading a small team, the firm''s priority is finding someone with the technical capability to act as a subject matter expert and support both Paraplanners and Advisers across complex financial planning cases.You will oversee a team of two Paraplanners whilst also providing technical guidance to three Trainee Advisers. The role remains hands-on from a paraplanning perspective, making it ideal for someone who enjoys technical research, report writing and helping to solve complex client planning challenges.Key responsibilities include:Leading and supporting a team of two ParaplannersActing as the technical expert within the businessProviding guidance and technical support to three Trainee AdvisersProducing and reviewing suitability reportsConducting technical research across pensions, investments and protectionAssisting with complex client cases and financial planning strategiesMaintaining high standards of report writing and complianceSupporting the ongoing development of junior team membersContributing to process improvements across the technical functionAbout YouTo be considered, you will have:Significant paraplanning experience within a ..... full job details .....

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