I'm looking for an experienced Senior Paraplanner to join a successful IFA practice in the Home Counties as it embarks on it's next growth phase.
This is a key technical role supporting Financial Advisers through the delivery of high-quality, compliant financial planning recommendations and suitability reports. You'll work across a broad range of advice areas including pensions, investments, inheritance tax planning and protection.
Key responsibilities include:
Producing accurate and compliant suitability reports in line with FCA requirements
Undertaking complex financial planning research and analysis across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation
Reviewing adviser recommendations for technical accuracy and regulatory compliance
Supporting advisers with client meeting preparation and ensuring cases progress efficiently
Liaising with providers and maintaining accurate records and documentation
Acting as a technical point of reference for advisers and paraplanners
Contributing to process improvements, training, and paraplanning best practice
Requirements for the role:
Established paraplanning experience within a UK financial advice firm
Strong technical knowledge across pensions, investments, and tax planning
Proven experience writing complex suitability reports
Excellent analytical, organisational, and communication skills
Strong understanding of FCA regulation and compliance requirements
Ability to manage multiple cases and work independently
Essential qualification:
CII Level 6 Advanced Diploma
Knowledge of CURO, Voyant, and FE Analytics
We're looking for someone who is professional, proactive, detail-focused, and committed to delivering excellent client outcomes while continuing their professional development.
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Senior Paraplanner employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
