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Wealth Management Technical Specialist

Wealth Management Technical Specialist

Posted 10 April by IDEX Consulting Ltd Easy Apply Ended

Are you a Paraplanner who is looking to step up and become the Technical Lead? Who has a focus on the client and providing the best advice? Are you looking for a firm that utilise and enhance advice by providing cash flow modelling and model investment? Who wants to support and mentor upcoming Paraplanners into the industry?


My client are based in the heart of South Yorkshire, Sheffield and are a chartered practice who are looking for an experienced Chartered Paraplanner to join them as a Technical Lead. The role will allow you to focus on high net worth clients and research all areas including defined benefit transfers and structured investments. You will also be expected to understand compliance to a high level and deal with compliance in a commercial manner as well as mentor and train juniors within the team. The client are looking for individual with core research knowledge and experience who can use a variety of tools.


To be successful in application for this role you must hold the CII Level 6 in Financial Planning (chartered status) and be able to mentor people effectively. You will be required to assist in management and have a commercial awareness of compliance as well as strong experience as a Paraplanner.


In reward you will gain a salary of up to £65,000 as well as an impressive employee benefits package.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Required skills

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

Reference: 34864471

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