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Trainee Paraplanner

  • Salary: £25000 - £28000 per annum + Benefits
  • Location: Leeds, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    10 Jul 2019
  • Job reference: 32875

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 Junior Paraplanner to join their team due to progression.

You will be part of a paraplanning team based in Leeds and responsible for supporting the delivery of high quality reports to Advisers based on holistic financial planning advice, during this role you will be training and developing to hold the Paraplanner function yourself therefore you must have strong communication skills and be able to learn and pick up new ideas with ease. 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 some technical knowledge, and have the relevant administration experience to understand the function. You will have strong written and English language skills.


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 £28,000 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.

Visit the IDEX Consulting Ltd website for further opportunities. 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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