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IDEX Consulting Ltd Logo IDEX Consulting Ltd · -

Paraplanning Team Leader

United Kingdom, Birmingham Employment contract 45000.00 - 50000.00 GBP / Year · Job Posted June 09, 2026
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Job Description

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.

Job Responsibility

  • Leading and supporting a team of two Paraplanners
  • Acting as the technical expert within the business
  • Providing guidance and technical support to three Trainee Advisers
  • Producing and reviewing suitability reports
  • Conducting technical research across pensions, investments and protection
  • Assisting with complex client cases and financial planning strategies
  • Maintaining high standards of report writing and compliance
  • Supporting the ongoing development of junior team members
  • Contributing to process improvements across the technical function

Requirements

  • Significant paraplanning experience within a financial planning environment
  • Strong technical knowledge across pensions, investments, retirement planning and taxation
  • Experience dealing with complex financial planning cases
  • Excellent report writing and analytical skills
  • The ability to support and develop less experienced colleagues
  • Strong communication and stakeholder management skills

Nice to have

  • Diploma qualified or working towards Chartered status
  • Previous line management experience

What we offer

  • 3% employee and 5% employer pension contributions
  • 4x death in service cover
  • 25 days holiday plus bank holidays and your birthday off
  • Financial support towards professional qualifications
  • Free onsite parking
  • Regular team events, including overseas incentives
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