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Paraplanning Supervisor

  • Salary: £35000 - £40000 per annum + Benefits package
  • Location: Leeds, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    09 Apr 2019
  • Job reference: 32102

Are you an experienced Paraplanner who is looking to work for a leading local independent financial advisory practice on the outskirts of Leeds? Do you wish to further your career with taking on further responsibilities such as mentoring and supervision of junior members of the team?

I am currently working with a leading established local financial planning practice who pride themselves on their honesty and long term approach of putting their clients first. They are looking for an experienced Paraplanner to join their team to support a Chartered Financial Planner in looking after their client bank, you will work alongside the Adviser to support their high net worth clients in an organised and well-respected manner. The Adviser you will be supporting is also a Director of the business and understands the importance and organisation and work-life balance.

You will need to be experienced in areas of advice including cash flow modelling, the practice outsources their DB transfer work therefore previous experience of this isn't necessary. You will be expected to support and mentor with your knowledge therefore a minimum qualification of the Diploma in Financial Planning is expected, you will also need to show willing that you would like to be chartered or fellow and continuing your professional development. You must also have a strong awareness of the current FCA regulations and keep up to date.

In reward for your efforts you will receive a basic salary of around £40,000 dependent on experience as well as a full employee benefits package as well as the opportunity to work flexible hours and soft benefits such as free parking and socials.

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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