Paraplanner, Leeds

IDEX Consulting; Leeds; On-site; GBP 32,000 - 45,000; Full time

Job summary

IDEX Consulting invites applications for a Paraplanner to join our established Leeds team. You will work alongside experienced Financial Planners, providing technical support and delivering exceptional client service across investments, pensions, tax planning and protection for HNW clients.

The role suits a Diploma-qualified candidate, ideally Chartered or studying, with strong paraplanning experience and excellent report writing. A collaborative, client-focused environment awaits.

Qualifications

• Diploma qualification is the minimum requirement; Chartered or studying towards is preferred.
• Strong paraplanning experience with high-net-worth clients and complex cases.
• Excellent report writing and research skills.
• Proactive, detail-oriented and able to work with advisers and clients.

Responsibilities

• Provide technical support to Financial Planners.
• Assist in delivering client service for high-net-worth clients.
• Contribute to complex cases involving investments, pensions, tax planning and protection.

Skills

Paraplanning experience

Report writing

Attention to detail

Stakeholder collaboration

Education

Diploma qualified / Chartered

Job description

I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their established team in Leeds.
You'll be working directly alongside long-standing Financial Planners, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.
Clients are largely highly affluent and HNW in value.

What we're looking for:

• Diploma qualified as a minimum requirement. Ideally Chartered qualified or studying towards
• Solid paraplanning experience, with strong technical knowledge of HNW and complex clients
• Excellent report writing and research skills
• Proactive, detail-oriented and confident working closely with Advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.

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