Job description
We are working with a growing, forward-thinking wealth management firm who are seeking an experienced Senior Paraplanner to join their team in Chippenham.
This is a newly created role to support two Financial Advisers and a high-value client bank of around 130 clients, with average assets of approximately £1m. The successful candidate will be confident in handling complex, high-net-worth cases and able to work at pace in a senior capacity.
What they're looking for:
- Proven experience as a Paraplanner, ideally at senior level
- Strong technical knowledge with complex financial planning cases
- Level 4 qualified, preference for Chartered
- Ability to work proactively and collaboratively with Advisers and clients
The role:
- Provide full paraplanning support to two Advisers
- Work closely on complex financial planning cases for a high-value client base
- Use of industry systems including IntelliFlo, Genovo, and FE Analytics
- Hybrid working based near Chippenham, with the potential to move fully remote once settled
If you're an experienced Paraplanner ready to take the next step in your career and want to work with a business that values expertise and flexibility, we'd love to hear from you.
Please contact Samantha.durbridge@idexconsulting.com for further information or if interested in the role
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
