Senior Paraplanner: Technical Expert in Wealth Planning

Company: IDEX Consulting
Apply for the Senior Paraplanner: Technical Expert in Wealth Planning
Location: Leeds
Job Description:

IDEX Consulting is seeking a Senior Technical Paraplanner in Leeds. This position involves preparing client suitability reports, conducting technical research, and ensuring FCA compliance. The ideal candidate is experienced in pensions and financial planning, excellent in report writing, and proficient in cashflow modeling with tools like Excel and iO. You’ll thrive in a collaborative, client-first environment and have opportunities for professional development. Competitive salary and benefits are offered.#J-18808-Ljbffr…

Posted: May 17th, 2026