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Financial Planning Technical Manager

  • Salary: £40000 - £45000 per annum
  • Location: Milton Keynes, Buckinghamshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    16 Jun 2020
  • Job reference: 33611

Are you an experienced Paraplanner who's looking for a step up?

Maybe your current role is heavily focused on report writing and you feel you have more to give.
Well, if you're ready to shake things up and take on a bigger challenge with a company that keeps clients happiness at its heart, this role is it!

The role:
As an integral part of the leadership team you will work alongside the Practice Manager and some key Financial Planners to drive business objectives and ensure positive levels of client care.
This is a genuine leadership role where your strong communication and motivation skills will be used to the fullest in a team that really care and are proud of the service they deliver.
The culture within this organisation is second to none from the environmentally focused offices, to the commitment to support each employee's growth and development, you won't find much better!
They actively encourage friendly relationships with clients which is a sign of their modern approach to financial planning. Want to be a part of it? Here's what you'll need…


  • Ideally chartered or certified Paraplanner, if not you must be willing to work towards this
  • Strong leadership skills
  • Excellent communication skills
  • Ability to make strong relationships

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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