Senior Paraplanner

We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area.The RoleProduce high-quality suitability reports and recommendationsUndertake technical research across pensions, investments and protectionSupport advisers with complex financial planning casesEnsure recommendations meet regulatory and compliance requirementsBuild strong relationships with advisers and key stakeholdersProvide technical support and guidance to colleagues where appropriateAbout YouPrevious paraplanning experience within a financial planning environmentStrong technical knowledge across pensions, investments and retirement planningDiploma qualified, or working towards Chartered statusExcellent report-writing and analytical skillsConfident communicating with advisers and stakeholdersAble to attend the Birmingham office once every two weeksBenefitsSalary of £47,000 - £52,000Predominantly remote workingPrivate Medical InsuranceLife AssurancePension SchemeAdditional holiday purchase schemeHealthcare and wellbeing supportEmployee discounts and lifestyle benefitsOngoing professional development and career progressionThis is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.

We are committed to driving conscious inclusion across our business and creating equitable pathways.