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Paraplanning Team Leader

Oxford, Oxfordshire, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Contract Type
Full Time
Our client is centralising their Administration teams due to mergers and acquisitions and are keen to bring a Paraplanning Team Leader to bring together people and processes. Role


First line leader to ensure excellent service is provided to both clients and Advisers
Working environments run efficiently whilst also being a safe and motivational place to work
Each office is visited in person weekly to spend time with the team members
Ensure offices are staffed adequately
Identify and manage development needs of individuals
Manage individual performance
Hold development reviews
Coaching and training

Experience Required:

Similar background within a large IFA practice
Problem Solving
Leading Change
Being results-driven
Learning and Development

Benefits: The roles will also have our standard benefits package as follows:

Death in Service (4 x annual salary)
Private Medical Insurance
Group Income Protection
Employee Assistance Programme
Medicash (health-care cash back plan)
Pension 5% employer contribution, 3% employee contribution
Discretionary 10% annual bonus based on company performance
24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year

For more information on this Paraplanning Team Leader role please click apply!

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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.

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