IDEX Consulting Ltd
Paraplanner
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Paraplanner
Leeds | Hybrid Working
£40,000 - £50,000 salary (DOE)
An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing Financial Planning team.
With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients.
The Opportunity
You'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis, and producing compliant, well-structured suitability reports across a broad range of advice areas.
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This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment.
What You'll Need
- At least 3 years' experience working as a Paraplanner (or in a similar technical financial planning role).
- Strong technical knowledge across all areas of Financial Planning.
- CII Level 4 Diploma qualified, or actively studying towards completion.
- Experience using financial planning software such as Intelligent Office, Voyant and FE Analytics would be advantageous.
- Good understanding of FCA regulations, including Consumer Duty.
- Excellent analytical, report writing and communication skills.
- A meticulous approach with strong organisational and prioritisation abilities.
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What's on Offer
- Hybrid working following an initial 1 month introduction/training setup.
- Supportive and collaborative team culture.
- Ongoing professional development and support towards further qualifications.
- Genuine long-term career progression within a successful and growing financial planning business.
If you're a Paraplanner looking to join a business where your technical expertise will be recognised and your career can continue to develop, I'd be delighted to discuss the opportunity in confidence.
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