Senior Paraplanner - Part Home Based

Posted 10 January by IDEX Consulting Ltd
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Chartered Pensions Specialist firm are currently looking for a Senior Paraplanner to assist the Advisors with research and reports with a background within a similar role.

  • The successful candidate will be supporting a team of Specialist Pension Advisers with all research and reports
  • Pension switches, including pension transfers and retirement options as well as investments, IHT planning and protection



The candidate must be level 4 diploma qualified and working towards chartered status. Ideally, they will hold either J60, AF3 or AF7 with experience of utilising FE Analytics, Select a Pension and researching defined benefit transfers as well as producing TVAS reports.


Salary and benefits are dependent on experience and qualifications.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 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.

Required skills

  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • Senior Paraplanner
  • para planning

Reference: 36738094

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