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Senior Paraplanning Expert
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Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeJob OpportunityWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to our Chartered Financial Planner in Cheshire.Our wealth management practice operates a cash flow modelling style, requiring a competent Senior Paraplanner to produce high-quality cash flow plans, bespoke reports, and recommendations.The ideal candidate will...
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Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeJob OpportunityWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to our Chartered Financial Planner in Cheshire.Our wealth management practice operates a cash flow modelling style, requiring a competent Senior Paraplanner to produce high-quality cash flow plans, bespoke reports, and recommendations.The ideal candidate will...
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Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000Senior Paraplanner Job DescriptionWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a Senior Paraplanner, you will be responsible for providing comprehensive support to our Chartered Financial Planners, ensuring clients receive the highest quality service.Key Responsibilities:Drive performance standards and...
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Senior Paraplanning Professional
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Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to our Chartered Financial Planner in Cheshire.Our wealth management practice operates a cash flow modelling style, and we require a technically astute individual to produce high-quality cash flow plans, bespoke reports, and recommendations.The...
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Senior Paraplanning Professional
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to our Chartered Financial Planner in Cheshire.Our wealth management practice operates a cash flow modelling style, and we require a technically astute individual to produce high-quality cash flow plans, bespoke reports, and recommendations.The...
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Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
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Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
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Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
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Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
-
Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
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Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
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Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
-
Senior Paraplanning Specialist
1 week ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full time £50,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our wealth management practice, you will provide comprehensive support to our Chartered Financial Planners, driving performance standards and delivering a compliant, high-quality paraplanning service.Key ResponsibilitiesProduce cash...
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Experienced Paraplanning Professional
3 weeks ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeAbout the Role:IDEX Consulting Ltd is seeking a highly skilled Senior Paraplanner to join their team in a wealth management practice in Cheshire.Key Responsibilities:Provide comprehensive support to a high-performing Chartered Financial PlannerDrive agreed performance standards and deliver a compliant, quality paraplanning serviceWork closely with the...
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Experienced Paraplanning Professional
3 weeks ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeAbout the Role:IDEX Consulting Ltd is seeking a highly skilled Senior Paraplanner to join their team in a wealth management practice in Cheshire.Key Responsibilities:Provide comprehensive support to a high-performing Chartered Financial PlannerDrive agreed performance standards and deliver a compliant, quality paraplanning serviceWork closely with the...
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Senior Paraplanning Expert
3 weeks ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeAbout the Role:IDEX Consulting Ltd is seeking a highly skilled Senior Paraplanner to join their team in a wealth management practice.Key Responsibilities:Provide comprehensive support to a high-performing Chartered Financial Planner.Drive agreed performance standards and deliver a compliant, quality paraplanning service.Work closely with the Administration...
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Senior Paraplanning Expert
3 weeks ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeAbout the Role:IDEX Consulting Ltd is seeking a highly skilled Senior Paraplanner to join their team in a wealth management practice.Key Responsibilities:Provide comprehensive support to a high-performing Chartered Financial Planner.Drive agreed performance standards and deliver a compliant, quality paraplanning service.Work closely with the Administration...
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Senior Paraplanning Specialist
5 days ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeJob OverviewWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to our Chartered Financial Planners in Cheshire.Our wealth management practice requires a technically astute individual to drive performance standards and deliver a compliant, quality paraplanning service.The successful candidate will be responsible for producing...
-
Senior Paraplanning Specialist
5 days ago
Crewe, Cheshire East, United Kingdom IDEX Consulting Ltd Full timeJob OverviewWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to our Chartered Financial Planners in Cheshire.Our wealth management practice requires a technically astute individual to drive performance standards and deliver a compliant, quality paraplanning service.The successful candidate will be responsible for producing...
Paraplanner
3 months ago
Job Title: Home-based Paraplanner position
Industry: Financial Services
Location: UK Wide
Salary: £36,300
Job Reference: 9058
Job Description: Home-based Paraplanner position
Recruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.
Our client is award-winning and is one of the Largest Chartered Financial Planning firm's in the UK. They are looking for Paraplanners to work fully remote, joining an experienced Paraplanning team.
You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Ideally you will have experience utilising O&M Pensions, Select-a-Pension and using Wraps and Platforms.
This is a fantastic opportunity to work 100% home based, joining a nationwide and prestigious company, and excel your career as a paraplanner.
What's in it for you: Home-based Paraplanner position
Starting salary £36,300
Head Offices in Cheshire
Pension Contribution
Private Medical Insurance
DIS
Ongoing study support and support with exams
Skills and experience required: Home-based Paraplanner position
Level 4 Diploma (as a minimum)
2 Yrs+ Experience as a Paraplanner in an IFA/Wealth Management firm
Excellent communication skills, both verbal and literate
Organizational and analytical skills