Accessibility Links

Senior Paraplanner

  • Salary: £32000 - £40000 per annum
  • Location: West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    10 Apr 2019
  • Job reference: 32516

Are you looking to work with experienced Financial Advisers in a business who focuses on the "best of the best" service to their high net worth clients? I am currently representing a client who are based in West Yorkshire and have multiple offices across the UK. they are currently looking to recruit a Senior Paraplanner to join their team due to progression within the team.

You will be part of a paraplanning team based in Leeds and responsible for delivering high quality reports to Advisers based on holistic financial planning advice. The role initially will be to focus on paraplanning; however there is the potential to progress into a trainee IFA role for the right individual and if this is your desired career path.

To be successful in this Paraplanning role, you will have experience within the financial services; possess strong technical knowledge, and have the relevant paraplanning experience. You will have good report writing skills, with the ability to conduct research in connection with investment, retirement and pension planning. However there is a business requirement for the team to have specialist individuals that focus on DB Transfer, IHT or cash flow modelling and be able to focus on certain niche areas which can be discussed at the interview stage.

You should have experience in supporting Advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team. You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions and protection business. Candidates should be working towards the diploma in financial planning (or equivalent) or already hold the qualification with the aim to be working towards chartered.

In reward for your efforts you will benefit from a competitive salary of up to £40,000 plus an impressive benefits package, you will also gain flexible working with the potential to work from home as the business understand the importance of work-life balance, the team are very friendly and supportive and have socials as well as other softer perks.

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.

Our clients include: