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Paraplanner

  • Salary: £22000 - £26000 per annum + Bonus and Benefits
  • Location: Wakefield, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    11 Feb 2020
  • Job reference: 33330

Are you a Paraplanner who is looking to work within a large and well qualified technical team supporting award-winning Advisers?


Are you wanting to work in a collaborative environment dealing with high net worth clients, but further to this have the progression and development available into technical roles as well as advice?


My client are an award-winning, client focused financial planning practice who are based in Wakefield. Due to growth and expansion they are looking for a Paraplanner to join their team, the successful candidate will be responsible for writing suitability reports and conducting research for high net worth individuals. You will be working within a team of experienced Paraplanners supporting Advisers across the Yorkshire region.


To be successful you must be working towards or have obtained the Level 4 Diploma in Financial Planning and have experience of writing suitability reports. You must be driven and passionate about financial planning, this business is a forward-thinking company therefore embracing change and constantly adapting for the better. If you are looking to become an Adviser then their is progression available, they do understand that a sales position doesn't suit all therefore they encompass technical progression within the business too.


In reward you will receive a basic salary of between £30,000 to £40,000 dependent on experience as well as performance related bonus, company benefits and free car parking as well as company socials and soft benefits.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may 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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