Paraplanning Team Leader — Hybrid, Multi‑Office

IDEX Consulting is seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across Bristol, Cardiff, and Truro. You will lead and mentor a team of about 16 paraplanners, ensuring high technical quality and efficient service delivery while remaining hands-on when needed.

The ideal candidate has a strong paraplanning background with prior leadership or mentoring experience, and excellent report-writing and organizational skills.

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