Salary up circa £70,000 (potentially more for high level applicant)
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. Although a predominantly home based role there will need to be the occasional meeting with the Advisors who are based int he South East of England.
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:
- Minimum 5 years’ 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
- Level 6 Advanced Diploma (or close to achieving)
- 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: Home-Based in City of London 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.
