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Senior Paraplanner & Technical Specialist

Remote / Online - Candidates ideally in
Derby, Derbyshire, DE1, England, UK
Listing for: IDEX Consulting Ltd
Remote/Work from Home position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 38000 - 52000 GBP Yearly GBP 38000.00 52000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd is seeking an experienced Paraplanner to join a successful IFA practice in the Home Counties. The role is predominantly home-based with occasional meetings with Financial Advisors in the South East.

You will deliver high-quality, compliant financial planning recommendations and suitability reports across pensions, investments, inheritance tax planning and protection, and support advisers with client meetings and case progression.

We would love to welcome a new Senior Paraplanner & Technical Specialist to our organisation in England, United Kingdom.

This opportunity is for the Senior Paraplanner & Technical Specialist role at IDEX Consulting Ltd.

We are seeking a motivated Senior Paraplanner & Technical Specialist to join IDEX Consulting Ltd in England, United Kingdom.

Consider building your career as a Senior Paraplanner & Technical Specialist at IDEX Consulting Ltd.

Position Requirements
10+ Years work experience
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