Senior Technical Paraplanner

The Opportunity

A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long‑term financial strategies. The firm is known for its client‑first approach, technical excellence and commitment to building lasting relationships.

Key Responsibilities

• Preparing detailed client suitability reports and portfolio reviews
• Conducting technical research across pensions, investments and financial planning products
• Producing and maintaining cashflow models to support client recommendations
• Responding to technical queries from Advisers and clients
• Carrying out provider and product due diligence
• Monitoring preferred provider p...

Ready to Apply?

Submit your application today and join our talented team at IDEX Consulting.