Senior Paraplanning Specialist

3 weeks ago


Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time
Job Overview

We 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, ensuring the delivery of exceptional client service.

Key Responsibilities
  • Provide technical paraplanning support to our Advisers, including the production of cash flow models and high-quality report writing.
  • Develop and maintain a deep understanding of private client advice, with a focus on pensions and investments.
  • Collaborate with our Administration team to ensure seamless client support and high-quality service delivery.
  • Attend client meetings with our Advisers, providing expert-level support and guidance.
Requirements

To be successful in this role, you will require:

  • A minimum of Diploma-level qualification (or equivalent) in a relevant field.
  • Progress towards Chartered or Certified Status.
  • Strong technical knowledge of taxation and retirement planning.
  • Expert-level product knowledge of the pensions and investments market.
What We Offer

We offer a competitive basic salary up to £50,000, plus benefits, dependent on experience and qualifications.



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