Associate Financial Planner (Senior Paraplanner)

IDEX Consulting; Alderley Edge; On-site; GBP 45,000 - 55,000; Full time

Job summary

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.

Qualifications

• Experience as Senior Paraplanner or Associate Financial Planner.
• Strong financial planning and cashflow modelling ability; Voyant experience beneficial.
• Excellent written and verbal communication.
• Ability to own and prioritise workload with minimal supervision.
• Interest in long-term career in financial planning.

Responsibilities

• Provide high-quality technical support to the Financial Planner before, during and after client meetings.
• Manage client relationships between annual planning meetings with excellent service.
• Prepare thoroughly for client meetings and draft agendas.
• Attend client meetings and provide detailed notes and input.
• Produce meeting minutes and follow-up actions.
• Prepare Suitability Reports and Investment Progress Reports.
• Maintain client records and cashflow information.
• Deal with client queries when Adviser not required.
• Maintain holistic understanding of each client's circumstances.

Skills

Technical financial planning

Client relationship management

Cashflow modelling

Independence and workload prioritising

Excellent communication

Education

Level 6 financial planning qualification

Tools

Voyant

Job description

The Role

• Provide high-quality technical support to the Financial Planner before, during and after client meetings
• Take responsibility for managing client relationships between annual planning meetings, building strong and lasting relationships through excellent service
• Prepare thoroughly for client meetings, including researching planning opportunities and producing considered meeting agendas
• Attend client meetings, taking detailed notes and providing technical input where required
• Produce high-quality meeting minutes and manage all agreed follow-up actions
• Prepare clear, compliant and client-friendly Suitability Reports and Investment Progress Reports
• Maintain accurate and up-to-date client records, financial plans and cashflow information
• Deal directly with client queries and issues where Adviser involvement is not required, liaising with other professional Advisers when appropriate
• Maintain a holistic understanding of each client's circumstances and ensure their financial plan continues to make sense as their needs evolve

The Person

• An experienced Senior Paraplanner or Associate Financial Planner with strong technical knowledge across a broad range of financial planning areas
• Someone who can demonstrate ownership and independence, with the ability to manage and prioritise their own workload
• Strong financial planning and cashflow modelling experience; Voyant experience would be particularly beneficial
• Highly organised, analytical and detail-focused, with excellent written and verbal communication skills
• Confident dealing directly with clients and able to build trust and inspire confidence
• A proactive, solutions-focused team player who is genuinely looking to develop a long-term career within financial planning
• Ideally holding, or working towards, a level 6 financial planning qualification

This is a great opportunity for someone who wants to move beyond a purely technical paraplanning position and play a more active role in client relationships and the delivery of holistic financial planning.

Offering a basic salary up to £50,000 plus benefits, dependent on experience, qualifications.

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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.