Paraplanner, Leeds

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.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

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.