Senior Paraplanner

Salary up to £65,000 depending on experience

Chartered Financial Planner status is required

The purpose of this role is to offer constructive technical advice support to advisers and other stakeholders of the business at the initial and final stages of the advice process.

As our Senior Advice Technician, you will typically:

• Enhance advisory outcomes and solutions through direct discussion on complex financial planning cases with advisers
• Provide clear and considered professional judgement and decision on cases which carry the potential for a higher risk impact to client, firm and advisers
• Respond to routine and advanced advice queries from other teams, conducting detailed research as required to provide fully informed responses
• Provide support in performing enhanced post audit review assessment of advice cases and evaluation of standards
• Provide support to the Advice Assurance Manager in delivering in...

Ready to Apply?

Submit your application today and join our talented team at IDEX Consulting Ltd.