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  • Salary: £35000 - £40000 per annum
  • Location: North Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    16 May 2019
  • Job reference: 32707

Face it… You know you're in demand, so why not?

"It's all about the people and the opportunity - we have a fun and lively team that enjoys a good banter! - hopefully they're not offended easily!"


Driving to the office missing the morning rush hour and dumping the car outside the door (for free!) strolling into the office, grabbing a coffee maybe some free fruit if your feeling super healthy and cracking on with the day?

Yes, you'll be writing suitability reports for high net worth clients like most paraplanning opportunities out there, so why this one?

We genuinely want you to do well, the sky is the limit when joining us - you want to be a Fellow Financial Planner working with the finest investors out there? - fine, let's collaborate and help you achieve your goals.

We look after our team, we believe in work-life balance. You may have kids and partners, you have families and a personal life - things happen, we get it.

We work with some of the best Financial Advisers in the UK dealing with all areas of financial planning including DB transfers so the Diploma in Financial Planning is a must and AF3 would be nice, if not we can help you get it.

Want to know more, your CV might be stored in the archives - don't worry send me what you've got or actually just give me a call.

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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