Senior Paraplanner

We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.

This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.

The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area.

The Role

• Produce high-quality suitability reports and recommendations

• Undertake technical research across pensions, investments and protection

• Support advisers with complex financial planning cases

• Ensure recommendations meet regulatory and compliance requirements

• Build strong relationships with advisers and key stakeholders

• Provide technical support and guidance to colleagues where appropriate

About You

• Previous paraplanning experience within a financial planning environment

• Strong technical knowledge across pensions, investments and retirement planning

• Diploma qualified, or working towards Chartered status

• Excellent report-writing and analytical skills

• Confident communicating with advisers and stakeholders

• Able to attend the Birmingham office once every two weeks

Benefits

• Salary of £47,000 - £52,000

• Predominantly remote working

• Private Medical Insurance

• Life Assurance

• Pension Scheme

• Additional holiday purchase scheme

• Healthcare and wellbeing support

• Employee discounts and lifestyle benefits

• Ongoing professional development and career progression

This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.

To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on 07441 341 817 or [email protected] .

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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.