At a Glance
- Tasks: Support Financial Planners with high-quality technical research and analysis.
- Company: Respected wealth management firm with a collaborative culture.
- Benefits: Hybrid working, ongoing professional development, and long-term career progression.
- Other info: Inclusive company culture focused on diversity and personal growth.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and strong technical knowledge in financial planning.
The predicted salary is between 54000 - 66000 £ per year.
An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing financial planning team. With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients.
The Opportunity
- You'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis and producing compliant, well-structured suitability reports across a broad range of advice areas.
This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment.
What You'll Need
- Previous experience working as a Paraplanner (or in a similar technical financial planning role)
- Strong technical knowledge across all areas of financial planning
- CII level 4 Diploma qualified, or actively studying towards completion
- Experience using financial planning software such as Intelligent Office, Voyant and FE Analytics would be advantageous
- Good understanding of FCA regulations, including Consumer Duty
- Excellent analytical, report writing and communication skills
- A meticulous approach with strong organisational and prioritisation abilities
What's on Offer
- Hybrid working following an initial 1 month introduction/training setup
- Supportive and collaborative team culture
- Ongoing professional development and support towards further qualifications
- Genuine long-term career progression within a successful and growing financial planning business
If you're a Paraplanner looking to join a business where your technical expertise will be recognised and your career can continue to develop, I'd be delighted to discuss the opportunity in confidence.
Paraplanner (Pensions Management) 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.
