Senior Paraplanner & Client-Facing Financial Planner
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
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.
We invite applications for the Senior Paraplanner & Client-Facing Financial Planner position located in Alderley Edge, England, United Kingdom.
We have an opening for a Senior Paraplanner & Client-Facing Financial Planner in Alderley Edge, England, United Kingdom within Finance, Sales.
This role, Senior Paraplanner & Client-Facing Financial Planner at IDEX Consulting, could be your next career step.
Are you ready to take on the Senior Paraplanner & Client-Facing Financial Planner role at IDEX Consulting?
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