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Form of workAn exciting opportunity has arisen for a Senior Paraplanner to join a national business who are expanding their Financial Planning capacity within their Head Office in Leeds.
With a strong reputation within the Investment Management space, their Financial Planning offering was set up more recently and has integrated successfully with the Investment Management function.
Working closely with 2 Financial Planners, this role offers..
- Autonomy
- Flexibility
- Responsibility
- Being part of strategy, process and decision making
- Additional leadership of an Administrator and junior level Paraplanner
Due to the complexity of clients and their cases, the role requires somebody who is Level 4 qualified with experience of technical Paraplanning.
Duties include;
- Prepare and maintain compliant and detailed Financial Plans and Suitability Reports
- Assist with general client enquiries and ad-hoc requests
- Maintain a client outcomes-based culture, challenge appropriately when required to ensure the rules and spirit of consumer duty is adhered to
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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.
