Senior Paraplanning Professional

7 days ago


Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time

Job Summary

We are seeking a highly skilled and experienced Senior Paraplanner to join our team at IDEX Consulting Ltd. As a Senior Paraplanning Professional, you will be responsible for providing comprehensive support to our Chartered Financial Planners, driving performance standards, and delivering a high-quality paraplanning service.

Key Responsibilities

  • Provide one-on-one support to high-performing Chartered Financial Planners, ensuring clients receive exceptional service.
  • Drive agreed performance standards, maintaining a compliant and quality paraplanning service.
  • Collaborate with the Administration team to ensure seamless support to clients.
  • Produce cash flow plans, bespoke reports, and recommendations, attending client meetings with the Adviser as needed.
  • Demonstrate expertise in private client advice, with a strong understanding of taxation and retirement planning.
  • Develop and maintain a deep knowledge of the pensions and investments market.

Requirements

  • Minimum Diploma qualification (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.

What We Offer

A basic salary up to £50,000 plus benefits, dependent on experience and qualifications.



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