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Senior Career Paraplanner

  • Salary: £35000 - £38000 per annum
  • Location: Leamington Spa, Warwickshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    04 May 2021
  • Job reference: 35095

Chartered wealth management practice who provides corporate and private client advice to private clients, business owners, trustees and sports professionals are currently looking for a part home based Paraplanner to report to the Warwick office 2/ 3 days per week.

  • You will be supporting a Chartered Planner, preparing suitability reports and provide technical research services
  • You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
  • Develop and maintain effective relationships with clients and colleagues
  • Attend Investment committees
  • Assist in building an effective advice process and working with the Directors and Operations Managers to continue to develop effective processes
  • Work with the Planner to meet the client objectives



The successful candidate will need to have proven experience working as a Paraplanner ideally be Level 4 Diploma qualified.

Our client is looking for someone with a can-do attitude and someone who will help shape the business as it continues to grow.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. 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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