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Permanent

Senior Paraplanner

IDEX Consulting Ltd
Birmingham
money-bag £47000 Annual
Posted: 16 June 2026 (Today)
Closing date: 16 July 2026
Ref: 3122912874

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 RoleProduce high-quality suitability reports and recommendationsUndertake technical research across pensions, investments and protectionSupport advisers with complex financial planning casesEnsure recommendations meet regulatory and compliance requirementsBuild strong relationships with advisers and key stakeholdersProvide technical support and guidance to colleagues where appropriateAbout YouPrevious paraplanning experience within a financial planning environmentStrong technical knowledge across pensions, investments and retirement planningDiploma qualified, or working towards Chartered statusExcellent report-writing and analytical skillsConfident communicating with advisers and stakeholdersAble to attend the Birmingham office once every two weeksBenefitsSalary of £47,000 - £52,000Predominantly remote workingPrivate Medical InsuranceLife ..... full job details .....

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