Senior Paraplanning Expert

4 weeks ago


Chester, Cheshire, United Kingdom IDEX CONSULTING LTD Full time
Senior Paraplanner Opportunity

We 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 recommendations.

The ideal candidate will have a strong technical knowledge of private client advice, with expertise in pensions and investments. A background in producing high-level technical paraplanning, including cash flow models and report writing, is essential.

We are looking for a Diploma-qualified individual who has made progress towards Chartered or Certified Status, with a keen understanding of taxation and retirement planning.

The successful candidate will be able to demonstrate a high level of technical competence and excellent communication skills, with the ability to work closely with the Administration team to ensure clients receive the highest quality support.

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



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