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Senior Paraplanner

2 months ago

Cheshire East UK, North West England, United Kingdom IDEX Consulting Ltd Full time

My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.


Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.


The firm are looking to appoint a highly qualified and technically astute Senior Paraplanner who will be responsible for providing one-on-one, comprehensive support to a high performing Chartered Financial Planner.

The individual will drive agreed performance standards and provide a compliant, quality paraplanning service to the Adviser, working closely with the Administration team and ensuring clients are receiving support of the highest quality.


As the firm operate a cash flow modelling style, you will be competent in producing cash flow plans based upon the client’s financial goals, bespoke reports, recommendations and 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 the meetings taking place in the office.


You will be able to demonstrate a background of providing high level technical paraplanning including producing cash flow models and high quality report writing; with a keen understanding of private client advice your product knowledge of the pensions and investments market will be expert level.


Applicants will be at a very minimum Diploma qualified (or equivalent) and have made progress towards Chartered or Certified Status with a strong technical knowledge of taxation and retirement planning.


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