Senior Technical Paraplanner - Wealth Planning Expert
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-07-20
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Wealth Management
Job Description & How to Apply Below
IDEX Consulting Ltd in Leeds is seeking a Senior Technical Paraplanner to support Financial Advisers with high-quality research, suitability reporting, and financial planning analysis. You will produce compliant client reports across pensions, investments, and retirement planning, ensuring FCA standards and service levels.
Use cashflow modelling and back-office systems including iO to support efficient case management and excellent client outcomes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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