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Senior Paraplanner

  • Salary: £35000 - £40000 per annum + Bonus + Benefits
  • Location: Huddersfield, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    13 Sep 2018
  • Job reference: 31569

Are you looking to work with for a boutique ultra high net worth practice who care for the quality of advice provided to their clients and develop long lasting relationships with their clients? Are you looking to provide paraplanning support to ultra high net worth individuals dealing with high-end technical cases?

My client are an extremely well respected independent financial planning practice located in West Yorkshire who deal with ultra high net worth clients. Dealing with these clients it is a necessity for the successful candidate to be truly client-focused and pro-active in their research and report writing as they are looking for a Diploma Qualified Paraplanner to join the team.

The individual will work within the paraplanning team within the company and work hands on with Independent Financial Advisers and Directors of the business to provide the best advice to their clients. You will be expected to have an understanding of all financial products especially within discretionary fund management, trusts and IHT.

You will hold the Diploma in Financial Planning and be looking to advance the qualification to Chartered and eventually fellowship status as well as have the drive and passion to progress within the industry. The business supports all examinations and support throughout studies.

In reward for working within the firm you will get the benefits of attending numerous CII, PFS and corporate events throughout the year as well as a competitive salary and strong employee benefits package. You will also get free car parking in the grounds of their offices and be part of an organically growing successful organisation providing a discretionary bonus structure dependent on business success.

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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