Remote Senior Paraplanner – Technical Financial Planning

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

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