Paraplanner

  • By IDEX Consulting Ltd
  • 30000 PA - 40000 PA
  • Wakefield
  • Permanent

Are you a Paraplanner who is looking to work within a strong technical team supporting award-winning Advisers? Are you wanting to work in a collaborative environment dealing with high net worth clients. My client are an award-winning, client focused financial planning practice who are based in Wakefield. Due to growth and expansion they are looking for Paraplanners to join their team, the successful candidate will be responsible for writing suitability reports and conducting research for high net worth individuals. You will be working within a team of experience supporting Advisers across the region. To be successful you must be working towards or have obtained the Level 4 Diploma in Financial Planning and have experience of writing suitability reports. You must be driven and passionate about financial planning as this business id forward-thinking and constantly adapting to changes. If you are looking to become an Adviser then their is progression available as well as if you wish for technical progression. In reward you will receive a basic salary of between £30,000 to £40,000 dependent on experience as well as performance related bonus, company benefits and free car parking as well as company socials and soft benefits. 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 …

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