Paraplanner - Wealth Planning
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-01-10
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A leading wealth management business in Leeds is seeking a Paraplanner to join their team. You will be responsible for preparing documentation, drafting financial plans, and conducting compliance-focused research. The role requires a Level 4 Diploma qualification, and being Chartered qualified is beneficial. The company offers a supportive environment with a clear career pathway for progression. This full-time position aims for professionals at a mid-senior level with aspirations of growth within the industry.
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