A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships. The Opportunity This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards. Key ResponsibilitiesPreparing detailed client suitability reports and portfolio reviewsConducting technical research across pensions, investments and financial planning productsProducing and maintaining cashflow models to support client recommendationsResponding to technical queries from Advisers and clientsCarrying out provider and product due diligenceMonitoring preferred provider panels and market developmentsSupporting the maintenance of technical tools, templates and standard documentationEnsuring all work adheres to FCA regulatory and compliance standardsUsing financial planning and back-office systems to support efficient case managementAbout You The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes. Skills & Experience RequiredStrong technical knowledge of pensions and financial planningProven experience within an FCA regulated environmentExcellent suitability report writing skillsExperience with cashflow modelling and retirement planningStrong provider and product research capabilitiesCompetent user of Excel and financial planning/back-office systems including iOHigh attention to detail and strong organisational skillsAbility to manage multiple priorities and deadlines effectivelyQualificationsCII Diploma qualified (or equivalent)Working towards Advanced Diploma and Chartered status preferredWhat's on OfferOpportunity to join a well-established and growing wealth management firmCollaborative and supportive working environmentExposure to high-quality clients and complex casesOngoing professional development and support towards Chartered statusCompetitive salary and benefits packageVisit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways. Financial ServicesJob type: Flexible / Work From Home
Paraplanner Flexible Home Working in Leeds employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
