Senior Paraplanner & Client-Facing Financial Planner

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.