Paraplanning Manager | Lead Technical Team (Hybrid)

IDEX Consulting is partnering with an independent wealth management and financial planning business to appoint an experienced Paraplanning Manager. You will lead a small paraplanning team, support financial planners and oversee technical casework with hands-on involvement.

You’ll shape processes, quality controls and reporting, while remaining hands-on with client analysis, research and suitability reports. Hybrid working and a competitive salary are on offer.

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