Senior Financial Consultant

5 days ago


Leamington Spa, Warwickshire, United Kingdom IDEX Consulting Full time

An expanding financial services company in Warwick requires a highly skilled Paraplanner to support their team in delivering exceptional client solutions.

  • Preparing and reviewing pre-approval documentation and reports, ensuring accuracy and compliance with regulatory requirements.
  • Utilising technology to produce tailored client advice and solutions, leveraging data analysis and problem-solving skills.
  • Providing timely and compliant suitability reports, collaborating with the adviser to ensure seamless execution.
  • Maintaining up-to-date knowledge of FCA guidelines and regulatory changes, ensuring advice documentation meets evolving standards.
  • Working closely with the adviser to gather comprehensive client information, fostering strong relationships and trust.

The successful candidate will possess a Diploma level 4 qualification or be near completion, demonstrating a solid foundation in financial planning principles.

This role offers opportunities for career advancement, including progression to senior paraplanner or financial planner roles, and supports development towards chartered status through hybrid/flexible working arrangements and study support.

With a competitive salary range of £25,000 - £35,000 per annum, this position provides an attractive package for a motivated and experienced professional seeking to grow within a dynamic financial services environment.



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