Paraplanner

IDEX Consulting; Leeds; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading wealth management team in Leeds seeks an experienced Paraplanner to support financial advisers in delivering high-quality advice to clients, including high-net-worth individuals. The ideal candidate will bring strong analytical and communication skills, a solid understanding of financial planning concepts, and a desire for professional growth in a collaborative environment.

Benefits

Collaborative and supportive team environment

Opportunities for professional development

Flexible working options

Qualifications

• Proven experience in paraplanning or similar role.
• Strong knowledge of various financial topics.
• Experience working with high-net-worth clients advantageous.

Responsibilities

• Analyse client objectives to create tailored financial solutions.
• Prepare comprehensive and accurate financial reports.
• Collaborate with Planners to ensure regulatory compliance.

Skills

Analytical skills

Communication skills

Knowledge of financial planning

Education

Level 4 diploma

Level 6 chartered qualification (studying towards)

Job description

Are you an experienced Paraplanner looking to take the next step in your career? An exciting opportunity has arisen within a dynamic and highly professional wealth management team based in Leeds.
We're looking for a driven and knowledgeable Paraplanner to support Financial Planners and Advisers in delivering high-quality financial advice to a wide range of clients, including high-net-worth individuals.

Key responsibilities:

• Analyse client objectives to create tailored financial solutions
• Prepare comprehensive and accurate financial reports to assist Advisers
• Collaborate with Planners to ensure advice meets regulatory standards
• Support business development efforts and contribute to team growth
• Help develop best practices to ensure exceptional client service delivery

About you:

• Proven experience in paraplanning or a similar technical role
• Strong knowledge of financial planning across a broad range of topics
• Excellent analytical and communication skills
• Experience working with high-net-worth clients is advantageous
• Level 4 diploma qualified. Studying towards or level 6 chartered qualification beneficial

What's on offer:

• A collaborative and supportive team environment
• Opportunities to work on complex cases with high-calibre professionals
• Support for continued professional development and career progression
• Flexible working options
• A chance to make a lasting impact in a respected and growing team

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.