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 & Experience
- 2+ years' experience in a paraplanning or senior technical role within an IFA environment
- Strong technical knowledge of pensions, investments, protection and UK taxation
- Experience mentoring or supervising Paraplanners or junior staff
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Confident communicator with strong attention to detail
What's on Offer
- Competitive, market-leading salary and benefits package
- Professional, supportive and collaborative working environment
- Opportunities to develop processes, train junior colleagues and contribute ideas to enhance workflows
- Study support and ongoing professional development
To apply: Please send your CV directly to Ellie Sedgwick at IDEX Consulting - ellie.sedgwick@idexconsulting.com or call 07441 341 817 for a confidential discussion.
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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.
