Senior Paraplanner & Technical Specialist
Milton Keynes, Buckinghamshire, MK10 0BX, England, UK
Listed on 2026-11-04
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
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.
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