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Senior Technical Paraplanner

Job description

A fantastic opportunity to join one of the UK's leading independent financial advisory and
wealth management firms. As this firm continues to evolve an excellent opportunity is available to further your career and technical skills.

Senior Technical Paraplanner - Role responsibilities include;

  • Be part of the Advice Guidance Committee, offering input into technical discussions to assist in the formulation of Advice strategy
  • Occasional project work, assisting in the development of advice and regulatory processes across the business
  • Support complex financial planning cases with IFAs
  • Offering clear and considered decisions on cases which carry a high risk
  • Designing and preparing concise Financial Planning Report templates
  • Completing regulatory industry update summaries
  • Support new and junior members of the team
  • Maintaining a high level of knowledge and technical understanding of financial planning concepts and regulatory focuses through the completion of annual CPD

Senior Technical Paraplanner - Applicant requirements include;

  • Diploma in Financial Planning as a minimum
  • Advanced Diploma preferred
  • High technical understanding of Financial Planning
  • Experience supporting IFA's in a similar role
  • A high standard of written and numerical skills
  • An ability to demonstrate report-writing skills
  • A high level of accuracy and attention to detail

Benefits of joining this business;

  • West Midlands based offices with hybrid or work from home flexibility
  • Progressive salary linked with further studies
  • Examinations, training and development fully funded by employer
  • Full benefits package including health and flexi-bens
  • Bonus
  • Attractive flexible holiday allowance 25+ that rises with service
  • Social and inclusive culture

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

Our Diversity, Equity and Inclusion Mission

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.