Associate Financial Planner (Senior Paraplanner) in Alderley Edge

The Role

• Provide high-quality technical support to the Financial Planner before, during and after client meetings.
• Take responsibility for managing client relationships between annual planning meetings, building strong and lasting relationships through excellent service.
• Prepare thoroughly for client meetings, including researching planning opportunities and producing considered meeting agendas.
• Attend client meetings, taking detailed notes and providing technical input where required.
• Produce high-quality meeting minutes and manage all agreed follow-up actions.
• Prepare clear, compliant and client-friendly Suitability Reports and Investment Progress Reports.
• Maintain accurate and up-to-date client records, financial plans and cashflow information.
• Deal directly with client queries and issues where Adviser involvement is not required, liaising with other professional Advisers when appropriate.
• Maintain a holistic understanding of each client's circumstances and ensure their financial plan continues to make sense as their needs evolve.

The Person

• An experienced Senior Paraplanner or Associate Financial Planner with strong technical knowledge across a broad range of financial planning areas.
• Someone who can demonstrate ownership and independence, with the ability to manage and prioritise their own workload.
• Strong financial planning and cashflow modelling experience; Voyant experience would be particularly beneficial.
• Highly organised, analytical and detail-focused, with excellent written and verbal communication skills.
• Confident dealing directly with clients and able to build trust and inspire confidence.
• A proactive, solutions-focused team player who is genuinely looking to develop a long-term career within financial planning.
• Ideally holding, or working towards, a level 6 financial planning qualification.

This is a great opportunity for someone who wants to move beyond a purely technical paraplanning position and play a more active role in client relationships and the delivery of holistic financial planning. Offering a basic salary up to £50,000 plus benefits, dependent on experience, qualifications.

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.