An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions.
Ideally, you will be an experienced Paraplanning manager / lead who is seeking an opportunity to further progress your career.

The role would oversee c.25 Paraplanners currently but this number is expected to grow to 40 by the end of the year.

The role would report into the Operations Director with an opportunity to be involved in wider company projects as the business continues to evolve with technology at the forefront of this.

A fabulous opportunity to lead by example and a career opportunity with further exciting growth plans in the pipeline.

The role offers not just an exceptional salary but an excellent annual bonus and benefits including:
*28 days holiday increasing to 30
*Company matched Pension
*BUPA healthcare and so much more

For more information please apply for the role.


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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.