Job Description

Job description

An established independent financial planning firm is looking for an experienced Senior Paraplanner to take on a key technical and mentoring role within their support team. This is a senior position for someone who thrives in a collaborative environment, enjoys developing others and can add real value to workflows and client outcomes.



Key Responsibilities

  • Provide advanced technical support across pensions, investments, protection and wider financial planning solutions
  • Produce and review complex suitability reports and cashflow models
  • Support Advisers with research, pre-meeting preparation and recommendation structuring
  • Act as a technical reference point and mentor for Junior Paraplanners and Trainee Advisers
  • Oversee paraplanning workflows, including outsourced support where required
  • Ensure advice documentation meets internal and FCA compliance standards


    • Skills & Exper...

    Apply for this Position

    Ready to join IDEX Consulting? Click the button below to submit your application.

    Submit Application