IDEX Consulting Ltd
Paraplanner
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Senior Paraplanner
London – Hybrid
Salary: £55,000 - £70,000
I’m looking for an experienced Senior Paraplanner to join a successful and well-established IFA practice in London as it embarks on its next growth phase.
This is a key technical role supporting Financial Advisers through the delivery of high-quality, compliant financial planning recommendations and suitability reports. You’ll work across a broad range of advice areas including pensions, investments, inheritance tax planning, and protection, while also helping to mentor and develop junior paraplanners within the team.
Key Responsibilities
- Producing accurate and compliant suitability reports in line with FCA requirements
- Undertaking complex financial planning research and analysis across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation
- Reviewing adviser recommendations for technical accuracy and regulatory compliance
- Supporting advisers with client meeting preparation and ensuring cases progress efficiently
- Liaising with providers and maintaining accurate records and documentation
- Acting as a technical point of reference for advisers and paraplanners
- Contributing to process improvements, training, and paraplanning best practice
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Requirements for the Role
- Minimum 4 years’ paraplanning experience within a UK financial advice firm
- Strong technical knowledge across pensions, investments, and tax planning
- Proven experience writing complex suitability reports
- Excellent analytical, organizational, and communication skills
- Strong understanding of FCA regulation and compliance requirements
- Ability to manage multiple cases and work independently
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Essential Qualification
- CII Level 6 Advanced Diploma or making strong progress towards
Good to Have
- Experience mentoring junior staff
- Knowledge of CURO, Voyant, and FE Analytics
We’re looking for someone who is professional, proactive, detail-focused, and committed to delivering excellent client outcomes while continuing their professional development.
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