Senior Paraplanner - High-Net-Worth Focus, Career Growth in Birmingham

Senior Paraplanner - High-Net-Worth Focus, Career Growth in Birmingham

Birmingham Full-Time On-site
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IDEX Consulting Ltd is working with a Solihull-based independent financial planning firm to recruit an experienced Senior Paraplanner. You will prepare detailed suitability reports, conduct technical research across pensions, investments and retirement planning, and support high‑net‑worth clients.

Working closely with Chartered Financial Planners, you will contribute to complex cases and benefit from study support and clear career progression.

Senior Paraplanner - High-Net-Worth Focus, Career Growth in Birmingham employer: IDEX Consulting Ltd

As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.

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Contact Details:

IDEX Consulting Ltd Recruitment Team