Overview
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.
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 collaborative 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
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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