Remote Senior Paraplanner – Technical Financial Planning

IDEX Consulting Ltd; City Of London; Hybrid; GBP 63,000 - 77,000; Full time

Job summary

IDEX Consulting Ltd in the Home Counties is seeking an experienced Senior Paraplanner to support Financial Advisers with high-quality, compliant financial planning recommendations and suitability reports. The role is predominantly home-based with occasional meetings with Advisors in the South East.

You will research across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation; review recommendations for regulatory compliance; and contribute to

Qualifications

• Minimum 5 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, organisational, and communication skills.
• Strong understanding of FCA regulation and compliance requirements.

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.

Skills

Paraplanning

Pensions

Investments

Tax planning

Regulatory compliance

Complex report writing

Analytical skills

Communication

Education

Level 6 Advanced Diploma

Tools

CURO

Voyant

FE Analytics

Job description

IDEX Consulting Ltd in the Home Counties is seeking an experienced Senior Paraplanner to support Financial Advisers with high-quality, compliant financial planning recommendations and suitability reports. The role is predominantly home-based with occasional meetings with Advisors in the South East.

You will research across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation; review recommendations for regulatory compliance; and contribute to