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 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 providing comprehensive support to a high-performing Chartered Financial Planner, driving agreed performance standards, and delivering a compliant, quality paraplanning service.

The successful candidate will be competent in producing cash flow plans, bespoke reports, and recommendations, and will be keen to attend client meetings with the Adviser.

The Adviser works with a range of millionaires, entrepreneurs, and wealth professionals, with the majority of meetings taking place in the office.

We are looking for a candidate with a strong technical knowledge of taxation and retirement planning, who is at least Diploma qualified (or equivalent) and has made progress towards Chartered or Certified Status.

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

For more information, please visit our website.

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