Job Description
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.
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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.
Paraplanner, Leeds employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
