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  • Salary: £30000 - £35000 per annum + Benefits
  • Location: Halifax, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    11 Dec 2018
  • Job reference: 31951

Are you a Paraplanner who is looking to work with high net worth individuals in a family-run regional chartered financial planning practice?

My client are an award-winning chartered financial planning practice who are looking for an experienced Paraplanner to join their team. You will work alongside an experienced team who work in a supportive manner to provide the best service to their clients. My client provide ethical professional financial advice to affluent individuals in the area and are well established in the wealth management industry.

The successful candidate will be supporting Independent Financial Advisers and will hold the responsibility of writing technical suitability letters on the requirements of the Advisers advice, you will be expected to work in a compliant manner using the FCA regulations and expect support and development from the Team Leader as one as hands on development from the Managing Director. As an experienced Paraplanner within the firm you will assist technically with all products of financial advice including cash flow modelling.

It is important that you have experience working within wealth management and have either achieved or are working towards your Diploma in Financial Planning. You must have a dynamic and professional work ethic and be able to build relationships internally and externally with clients, employees and providers.

In reward for your efforts you will receive a basic salary negotiable on experience as well as a range of corporate benefits which are above the standards of other businesses, they also a range of soft benefits including free parking, socials and awards. The business will also drive you to work through qualifications and provide study support.

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.

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