£35,000 - £37,000
My client are specialists in wealth management who have extensive experience dealing with ultra high net worth clients and are now looking for a Paraplanner to join their team in Leeds City Centre. The Paraplanner will be responsible for creating reports relevant to financial advice which are suitable and compliant to the requirements of the Independent Financial Adviser and the client.
The successful candidate will also assist in client portfolio reviews, produce client cash flow modelling and be a main point of contact technically within the business. As you will hold a high technical resource in the business it is expected that you will assist in training and developing of the team.
- CII Level 4 Diploma in Financial Planning or equivalent
- Have the drive and passion to become chartered
- Have experience in paraplanning
- Competitive market salary
- Corporate benefits package
- Examination support to become Chartered
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.
- Para Planner
- para planning