Senior Paraplanner & Client-Facing Financial Planner
Job in
Alderley Edge, Cheshire, SK9 7JU, England, UK
Listed on 2026-08-21
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
IDEX Consulting in the United Kingdom is seeking a Senior Paraplanner/Associate Financial Planner to support advisers, nurture client relationships, and deliver holistic financial planning. You will prepare agendas, attend meetings, and produce detailed reports to guide decisions.
The role requires strong technical knowledge, cashflow modelling, and the ability to work independently. A level 6 qualification is desirable, and the position offers a salary up to £50,000 plus benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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