Senior Paraplanning Professional

3 weeks ago


Chester, Cheshire, United Kingdom IDEX Consulting Full time

IDEX Consulting is a leading chartered financial planning business seeking a highly skilled Senior Paraplanning Professional to join our team in Chester.

As a key member of our team, you will be responsible for delivering high-quality financial planning services, collaborating with our financial advisers, and developing and maintaining knowledge of financial products and markets. Your primary responsibilities will include preparing detailed analysis of client portfolios, providing technical support to our advisers, and completing complex calculations.

  • Leading the development of financial plans
  • Collaborating with our team of financial advisers
  • Maintaining knowledge of financial products and markets
  • Developing and implementing effective solutions for clients

To be successful in this role, you will require prior experience working within an Independent Financial Adviser practice, excellent leadership skills, and strong attention to detail. A Level 4 qualification is preferred, but not essential.

Salary: £42,000 - £52,000 per annum.



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