Paraplanner

IDEX Consulting Ltd

Posted 9 days ago, valid for 19 days

York, North Yorkshire YO60, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

A traditional and boutique IFA business on the outskirts of York is seeking a Paraplanner to join their busy team.
The successful applicant will work closely with Financial Planners, managing client files and preparing financial plans, including cash flow forecasts.
Candidates should have a Level 4 Diploma in Financial Planning and experience in a similar role is preferred.
This position offers the opportunity to work with affluent clients and be part of a collaborative team, with flexibility available for office-based work.
The salary for this role is competitive, and candidates are encouraged to apply if they meet the necessary qualifications.

I am delighted to be working exclusively with a traditional and boutique IFA business on the outskirts of York who are seeking a Paraplanner to join their busy team. Working alongside one other Paraplanner, the successful applicant will work alongside the firm's Financial Planners, taking full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs.This is a fantastic opportunity to hone your skills as a Paraplanner and interact with highly affluent and high-net-worth clients. The team have built a strong and collaborative structure and are ideally looking for somebody to be office based, however flexibility is available when required.The successful candidate will have completed their Level 4 Diploma in Financial Planning.

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Our Diversity, Equity and Inclusion Mission

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.

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