Accessibility Links


  • Salary: £30000 - £35000 per annum + Benefits
  • Location: Leeds, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    19 Feb 2019
  • Job reference: 31857

Are you an IFA Administrator who is looking for progression? Or a diploma qualified Paraplanner looking to be a part of a highly prestigious, independent, top 100 advisory firm?

My client are an independent financial planning practice based Leeds City Centre and are one of the country's leading brands with a strong reputation in the market. Their qualified and experienced Independent Financial Advisers provide a bespoke financial solution, from investment management and estate planning, to employee benefits and business advice. They are currently looking for a Paraplanner to join their Leeds team due to the expansion and organic growth of the business.

As a Paraplanner with this firm you will be working closely with selected Advisers as well as working in partnership with the Advisers' administrative support to provide research on financial planning products and writing suitability letters and reports for their high net worth clients - you will be responsible for assisting the Advisers in achieving their fee income targets, meeting client servicing commitments and complying with the business quality standards.

A successful applicant will be aware of the CII Diploma in Financial Planning and either working towards being diploma qualified or holding the qualification, you will also have a strong knowledge and pensions, investments and protection products. Preferably experience working within an IFA practice and have had some exposure to working within financial planning as well as exposure to IO and FE Analytics.

In reward:

  • Salary of up to £35,000, negotiable for the right candidate
  • Company employee benefits package including 25 days holiday plus bank holiday
  • Continued development and training opportunities
  • Career progression
  • Support and funding for further industry exams

This is an excellent opportunity for someone looking to build their career and gain the relevant knowledge and experience needed to maximise their potential. Our client are looking for hardworking, honest and ethical individuals to progress within the company.

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: