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Senior Paraplanning Specialist
2 months ago
About 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 Administration team to ensure clients receive support of the highest quality.
- Produce cash flow plans based on client financial goals, bespoke reports, and recommendations.
- Attend client meetings with the Adviser to provide expert-level support.
Requirements:
- Diploma qualified (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.
About the Company:
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.
