Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by analysing client objectives and preparing financial reports.
- Company: Join a dynamic wealth management team in Leeds, focused on high-quality financial advice.
- Benefits: Enjoy flexible working options, professional development support, and a collaborative team environment.
- Why this job: Make a lasting impact while working with high-net-worth clients and top professionals.
- Qualifications: Proven paraplanning experience, Level 4 diploma qualified, and strong analytical skills required.
- Other info: IDEX values diversity and inclusion, fostering an authentic workplace for all.
The predicted salary is between 28800 - 43200 £ per year.
Are you an experienced Paraplanner looking to take the next step in your career? An exciting opportunity has arisen within a dynamic and highly professional wealth management team based in Leeds. We're looking for a driven and knowledgeable Paraplanner to support Financial Planners and Advisers in delivering high-quality financial advice to a wide range of clients, including high-net-worth individuals.
Key responsibilities:
- Analyse client objectives to create tailored financial solutions
- Prepare comprehensive and accurate financial reports to assist Advisers
- Collaborate with Planners to ensure advice meets regulatory standards
- Support business development efforts and contribute to team growth
- Help develop best practices to ensure exceptional client service delivery
About you:
- Proven experience in paraplanning or a similar technical role
- Strong knowledge of financial planning across a broad range of topics
- Excellent analytical and communication skills
- Experience working with high-net-worth clients is advantageous
- Level 4 diploma qualified. Studying towards or level 6 chartered qualification beneficial
What's on offer:
- A collaborative and supportive team environment
- Opportunities to work on complex cases with high-calibre professionals
- Support for continued professional development and career progression
- Flexible working options
- A chance to make a lasting impact in a respected and growing team
Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and best practices in paraplanning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies to gain insights into their experiences. This can provide you with valuable information about the company culture and expectations for the Paraplanner role.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported Financial Planners in the past. Highlighting your analytical skills and ability to create tailored financial solutions will set you apart during any interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any relevant qualifications. Emphasise your analytical skills and experience with high-net-worth clients, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the wealth management sector. Mention specific examples of how you've supported Financial Planners and contributed to client service delivery.
Highlight Relevant Qualifications: Clearly state your Level 4 diploma and any progress towards Level 6 chartered qualifications. This demonstrates your commitment to professional development, which is valued in this role.
Showcase Team Collaboration: In your application, mention instances where you've collaborated with colleagues to achieve common goals. This aligns with the company's emphasis on teamwork and supporting business development efforts.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Analytical Skills
As a Paraplanner, your ability to analyse client objectives is crucial. Be prepared to discuss specific examples of how you've tailored financial solutions in the past, highlighting your analytical approach and attention to detail.
✨Demonstrate Regulatory Knowledge
Understanding regulatory standards is key in this role. Familiarise yourself with the latest regulations affecting financial advice and be ready to explain how you ensure compliance in your work.
✨Highlight Experience with High-Net-Worth Clients
If you have experience working with high-net-worth individuals, make sure to mention it. Discuss the unique challenges and considerations that come with this clientele and how you've successfully addressed them.
✨Prepare for Team Collaboration Questions
This role involves working closely with Financial Planners and Advisers. Think of examples where you've collaborated effectively in a team setting, focusing on how you contributed to achieving shared goals and enhancing client service.
