I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their established team in Leeds. You'll be working directly alongside long-standing Financial Planners, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection. Clients are largely highly affluent and HNW in value. What we're looking for: Diploma qualified as a minimum requirement. Ideally Chartered qualified or studying towards Solid paraplanning experience, with strong technical knowledge of HNW and complex clients Excellent report writing and research skills Proactive, detail-oriented and confident working closely with Advisers and clients This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. 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.
Paraplanner, Leeds employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
