At a Glance
- Tasks: Support Financial Advisers with research and financial planning analysis.
- Company: IDEX Consulting Ltd, a leading firm in wealth planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a dynamic team in Leeds with great career progression opportunities.
- Why this job: Make a real difference in clients' financial futures while developing your expertise.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 60000 - 80000 £ per year.
IDEX Consulting Ltd in Leeds is seeking a Senior Technical Paraplanner to support Financial Advisers with high-quality research, suitability reporting, and financial planning analysis.
You will produce compliant client reports across pensions, investments, and retirement planning, ensuring FCA standards and service levels.
Use cashflow modelling and back-office systems including i O to support efficient case management and excellent client outcomes.
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Senior Technical Paraplanner - Wealth Planning Expert in Leeds employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
