At a Glance
- Tasks: Lead a team of Paraplanners and provide technical support on complex financial cases.
- Company: Growing financial planning firm in Birmingham with a supportive culture.
- Benefits: Competitive salary, pension contributions, 25 days holiday, and professional development support.
- Other info: Hybrid working available after probation and regular team events.
- Why this job: Make a real impact while developing your leadership skills in a dynamic environment.
- Qualifications: Significant paraplanning experience and strong technical knowledge in finance.
The predicted salary is between 45000 - 50000 £ per year.
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 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 About You To be considered, you will have: 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 Diploma qualified or working towards Chartered status would be advantageous Strong communication and stakeholder management skills Previous line management experience would be beneficial, but the firm is placing greater emphasis on technical capability and leadership by example.
What's on Offer?Salary of 45,000 - 50,0003% employee and 5% employer pension contributions4x death in service cover25 days holiday plus bank holidays and your birthday off Financial support towards professional qualifications Free onsite parking Regular team events, including overseas incentives Office-based initially, with hybrid working (1-2 days from home) available following probation Please note: Due to the office location, candidates must hold a full UK driving licence and have access to a vehicle.
This is an excellent opportunity for a technically strong Paraplanner looking to join a supportive business where they can have a genuine impact on the development of both the team and the wider advice function.
To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on 07441 341 817 or ellie. sedgwick@idexconsulting. com.
Visit the IDEX Consulting Ltd website for further opportunities.
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Our Diversity, Equity and Inclusion Mission 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.
Discipline(s): Financial Services Job type: Flexible / Work From Home
Paraplanning Team Leader in Birmingham employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Team Leader in Birmingham
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like IDEX Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanning Team Leader in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
