Senior Paraplanner

3 weeks ago


Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time
Senior Paraplanner Opportunity

We 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 paraplanning support to our Chartered Financial Planners, including producing cash flow models and high-quality report writing.
  • Work closely with the Administration team to ensure clients receive support of the highest quality.
  • Drive agreed performance standards and provide a compliant, quality paraplanning service.
  • Attend client meetings with the Adviser to provide support and guidance.

Requirements:

  • Diploma qualified (or equivalent) and 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:

  • Basic salary up to £50,000 plus benefits, dependent on experience, qualifications.

About Us:

IDEX Consulting Ltd is a wealth management practice that provides advice using cash flow planning techniques to a range of wealthy private clients and investors.



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