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Senior Paraplanner

  • Salary: £40000 - £45000 per annum
  • Location: Huddersfield, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    17 May 2019
  • Job reference: 32559

Are you looking to work for a chartered financial planning practice who understand the importance of work-life balance and flexibility? Are you a Paraplanner who is looking to get more involved with the clients and work on intricate financial planning cases including cash flow modelling and DB transfers?

My client are based in Huddersfield and are a well respected organisation who provide specialised financial planning service to their high-net worth clients around the area. They are looking for a Senior Paraplanner to join their experienced team to work with their Chartered Financial Planners on providing the best of the best financial advice.

They are looking for an experienced Paraplanner who will sit with their Financial Advisers on meetings and go through the full financial planning process with the client from the initial fact find meeting to research and writing the suitability letters. You will prepare concise and accurate suitability reports on a wide range of products.

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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