Senior Paraplanner – HNW Wealth, Leeds

IDEX Consulting Ltd; Leeds; On-site; GBP 32,000 - 42,000; Full time

Job summary

IDEX Consulting Ltd is seeking a Paraplanner to join our established Leeds team. You will work directly alongside seasoned Financial Planners, providing technical support and contributing to high‑quality client service for HNW clients.

The role involves complex cases across investments, pensions, tax planning and protection, with emphasis on thorough research, accurate reports, and proactive collaboration within the team.

Qualifications

• Diploma minimum requirement for the role.
• Chartered qualification or studying towards is preferred.
• Solid paraplanning experience with strong technical knowledge of HNW clients.
• Excellent report writing and research skills.

Responsibilities

• Provide technical support to advisers on complex cases.
• Assist in delivering outstanding client service to high‑net‑worth clients.
• Work directly with long‑standing Financial Planners on investments, pensions, tax planning and protection.

Skills

Paraplanning

Report writing

Client communication

Education

Diploma in Financial Planning

Chartered qualification or studying towards

Tools

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Job description

IDEX Consulting Ltd is seeking a Paraplanner to join our established Leeds team. You will work directly alongside seasoned Financial Planners, providing technical support and contributing to high‑quality client service for HNW clients.

The role involves complex cases across investments, pensions, tax planning and protection, with emphasis on thorough research, accurate reports, and proactive collaboration within the team.