Senior Paraplanning Specialist
3 weeks ago
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.
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.
We offer a competitive basic salary up to £50,000, plus benefits, dependent on experience and qualifications.
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Senior Paraplanning Specialist
1 month ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time £50,000About 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...
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Senior Paraplanning Specialist
1 month ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time £50,000About 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...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, 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 the successful candidate will be responsible for producing high-quality cash flow plans, bespoke reports, and...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, 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 the successful candidate will be responsible for producing high-quality cash flow plans, bespoke reports, and...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to a Chartered Financial Planner in our wealth management practice.The ideal candidate will have a strong background in producing high-quality cash flow models and reports, with a keen understanding of private client advice and the pensions and...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to provide comprehensive support to a Chartered Financial Planner in our wealth management practice.The ideal candidate will have a strong background in producing high-quality cash flow models and reports, with a keen understanding of private client advice and the pensions and...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, 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 the successful candidate will be responsible for producing high-quality cash flow plans, bespoke reports, and...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, 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 the successful candidate will be responsible for producing high-quality cash flow plans, bespoke reports, and...
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Paraplanning Professional
6 days ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...
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Paraplanning Professional
6 days ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd in Cheshire.Our client is a wealth management practice that provides fee-based private client advice using cash flow planning techniques to a range of wealthy private clients and investors.The ideal candidate will be responsible for...
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Senior Paraplanning Expert
4 weeks ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd in Cheshire.Our client is a wealth management practice that provides fee-based private client advice using cash flow planning techniques to a range of wealthy private clients and investors.The ideal candidate will be responsible for...
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Paraplanning Professional
4 days ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a skilled Paraplanner to join our team at ARC, a specialist in Financial Services recruitment. This role is ideal for someone looking to develop their skills and experience in a dynamic and growing business.About the RoleWork closely with Advisers to develop client financial plans and perform periodic reviews to identify...
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Paraplanning Professional
4 days ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a skilled Paraplanner to join our team at ARC, a specialist in Financial Services recruitment. This role is ideal for someone looking to develop their skills and experience in a dynamic and growing business.About the RoleWork closely with Advisers to develop client financial plans and perform periodic reviews to identify...
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Business Support Specialist
6 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking an experienced Client Support Administrator who can also undertake paraplanning duties to join our team at Hays Specialist Recruitment Limited. As a key point of contact for clients, you will be responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings,...
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Business Support Specialist
6 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking an experienced Client Support Administrator who can also undertake paraplanning duties to join our team at Hays Specialist Recruitment Limited. As a key point of contact for clients, you will be responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings,...
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Senior Paraplanner
3 weeks ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled and experienced 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 that clients receive the highest quality service.Key Responsibilities:Provide technical...
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Senior Paraplanner
3 weeks ago
Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled and experienced 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 that clients receive the highest quality service.Key Responsibilities:Provide technical...
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Audit Senior Professional
3 weeks ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Audit Senior to join our team at Hays Specialist Recruitment Limited. As an Audit Senior, you will play a key role in delivering high-quality audit services to our clients, working closely with our team of experts to ensure the success of our clients' businesses.Key ResponsibilitiesManage audits...
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Audit Senior Professional
3 weeks ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Audit Senior to join our team at Hays Specialist Recruitment Limited. As an Audit Senior, you will play a key role in delivering high-quality audit services to our clients, working closely with our team of experts to ensure the success of our clients' businesses.Key ResponsibilitiesManage audits...