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Senior Paraplanner to Client-Facing Financial Planner

Job in Alderley Edge, Cheshire, SK9 7JU, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-09-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 53000 GBP Yearly GBP 53000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd in Alderley Edge is seeking an experienced Senior Paraplanner or Associate Financial Planner to take ownership of client relationships within a highly technical financial planning environment.

This is an excellent opportunity for someone who wants to move beyond a purely technical paraplanning role and play a more active part in client relationships and the delivery of holistic financial planning. Offering a basic salary up to £53,000 plus benefits, dependent on experience.

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Position Requirements
10+ Years work experience
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