Accessibility Links


  • Salary: £35000 - £40000 per annum + Benefits Package
  • Location: West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    06 Nov 2018
  • Job reference: 31333

Are you a Paraplanner who is looking to work for a forward-thinking business who adapts quickly to the ever-changing financial services industry? Are you looking for career development where management have an open door policy for you to ask as many questions as needed to learn? Are you looking for a business that knows and understands their employees are what make them?
If the answer is yes...

My client are looking to hire a Paraplanner to be based in the heart of West Yorkshire in Leeds City Centre. They are an independent practice who work on a national level to provide the best client focused advice in the market, this role will report into the Head of Paraplanning and will be based in the office.

You will be working in a team who reviews fact finds, file notes and risk profiles and undertake the research required to present suitability letters focused on the clients needs.

Requirements for the role are that you should hold the Diploma in Financial Planning or equivalent and have hands on paraplanning experience, you should also be able to use a range of industry research tools as well as understanding how to work with DFMs. You should also be able to manage your workload and have previous experience prioritising work with a strong initiative for attention to detail.

In return for your efforts you will gain a basic salary of up to £40,000, 25 days annual leave plus bank holiday, 4x death in service as well as private health insurance, Critical illness cover and company pension scheme. You will also gain soft benefits within the paraplanning team.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our clients include: