Senior Paraplanning Specialist

5 days ago


Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time £50,000

About the Role:

IDEX Consulting Ltd is seeking a highly qualified and technically astute Senior Paraplanning Specialist to provide one-on-one, comprehensive support to a high-performing Chartered Financial Planner.

Key Responsibilities:

  • Drive agreed performance standards and provide a compliant, quality paraplanning service to the Adviser.
  • Work closely with the Administration team to ensure clients receive support of the highest quality.
  • Produce cash flow plans based on client financial goals, bespoke reports, and recommendations.
  • Attend client meetings with the Adviser to provide expert-level support.

Requirements:

  • Diploma qualified (or equivalent) with progress towards Chartered or Certified Status.
  • Strong technical knowledge of taxation and retirement planning.
  • Expert-level product knowledge of the pensions and investments market.

About the Company:

IDEX Consulting Ltd is a wealth management practice that provides advice using cash flow planning techniques to a range of wealthy private clients and investors.



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