Paraplanner in Leeds
IDEX Consulting Ltd is looking for an Paraplanner in Leeds
Job description
Paraplanner | Leeds
£50,000 basic salary + annual bonus
Are you an experienced Paraplanner looking to take the next step in your career? An exciting opportunity has arisen within a dynamic and highly professional wealth management team based in Leeds.
We’re looking for a driven and knowledgeable Paraplanner to support Financial Planners and Advisers in delivering high-quality financial advice to a wide range of clients, including high-net-worth individuals.
Key Responsibilities:
- Analyse client objectives to create tailored financial solutions.
- Prepare comprehensive and accurate financial reports to assist advisers.
- Collaborate with planners to ensure advice meets regulatory standards.
- Support business development efforts and contribute to team growth.
- Help develop best practices to ensure exceptional client service delivery.
About You:
- Proven experience in paraplanning or a similar technical role.
- Strong knowledge of financial planning across a broad range of topics.
- Excellent analytical and communication skills.
- Experience working with high-net-worth clients is advantageous.
- Level 4 Diploma qualified. Studying towards or Level 6 Chartered qualification beneficial.
- What’s
on Offer:A coll
- aborative and supportive team environment.Opportunities to work on complex cases with high-calibre professionals.Support for continued professional development and career progression.Flexible working options.A chance to make a lasting impact in a respected and growing team.
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Leeds
- Type of Contract
- Part-time jobs
- Published at
- 14-07-2025
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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