Paraplanner

Posted 19 June by IDEX Consulting Ltd Easy Apply

Are you a Paraplanner who is looking for a business that holds strong processes and embraces technology? Who are forward thinking and innovative and adapts quickly to change?

My client are looking for a Paraplanner to join their office in Leeds City Centre, the business are a well-established and award-winning national brand who are looking for individuals who hold the CII Diploma in Financial Planning or equivalent and have experience in writing suitability letters for high net worth individuals.

The business is known for its processes and compliance therefore they are looking for individuals who have a strong understanding of the FCA regulation as well as an understanding of fund analysis, product comparison, fund research and change analysis. The individual will be working with FE Analytics and Avelo Exchange software they will also be expected to have a strong capability of Microsoft Office packages.

In reward you will expect a basic salary of between £35,000 to £42,000 dependent on experience and will also gain a full corporate employee benefits package. As the role is in Leeds City Centre this opportunity is easily accessible by public transport and a short walk from the train station.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • para planning

Reference: 34465241

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