I'm currently partnered with a national independent financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation and has over eight offices located all across the country. This role requires a highly experienced individual with strong technical expertise, as you will be supporting one of the firm's primary Advisors.

Key Responsibilities

• Assess clients' financial needs and recommend solutions.
• Prepare suitability reports for Financial Planners.
• Use financial tools to support advice and evidence client objectives.
• Ensure accurate client data and maintain CRM records.
• Research and gather information on financial plans.
• Submit and track business applications, ensuring compliance.
• Support client communications and resolve issues.
• Ensure regulatory compliance and support complaint resolution.

Essential Skills & Experience

• Need to live commutable distance from Cheltenham.
• Diploma in Regulated Financial Planning.
• 3+ years as a Paraplanner.
• Strong knowledge of pensions, investments, and compliance.
• Skilled in report writing, communication, and case management.
• IFA support experience, with attention to detail and deadlines.

Benefits

• Pension, private medical, income protection, and life cover.
• Generous holiday, flexible working, and subsidised parking.
• Employee-focused, supportive work culture.

If this role sounds like it could be for you, and you would like some more information, please send your CV to Samantha.durbridge@idexconsulting.com

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

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.