Paraplanner

Paraplanner

Leeds City Center

Up to £50,000 salary + annual, discretionary bonus

4 days office based

IDEX Consulting are working with a leading wealth management business who require a Paraplanner to join their Leeds based team.

Having helped numerous people join the business in recent years, it can be said with confidence how the business provides ongoing support to new joiners and and helps them settle into a professional yet friendly environment with a positive culture.

This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025, with much more anticipated across 2026.

Duties include;

• Preparing pre-approval documentation prior to report writing
• Draft detailed financial plans, suitability reports and recommendation document...