Paraplanner

1 Days Old

Job Description

Paraplanner

Location: Leeds (Hybrid - 2-3 days office-based)

Salary: £45,000 - £60,000 + bonus & benefits


An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office.


This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression.


The Role:

Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base.


Key responsibilities will include:

  • Developing financial planning strategies aligned to client objectives
  • Producing clear, client-focused suitability and financial planning reports
  • Cashflow modelling, tax calculations and technical research
  • Liaising with product providers and internal stakeholders
  • Ensuring all work meets FCA and internal compliance standards


About You:

  • Diploma in Financial Planning (Level 4) qualified or above
  • Strong technical knowledge across holistic financial planning
  • Excellent written communication and attention to detail
  • A proactive, solutions-focused mindset
  • Suitable for Paraplanners from newly qualified through to more experienced levels


What’s on Offer:

  • Salary of £45,000 - £60,000 (flexible for the right candidate)
  • Annual performance-related bonus
  • Hybrid working (2-3 days in the Leeds office)
  • Clear and supported progression framework


Benefits include:

  • 25 days’ annual leave plus bank holidays (increasing with service)
  • Income protection and life assurance
  • Generous pension scheme
  • Paid professional subscriptions
  • Health and wellbeing benefits
  • Flexible benefits platform and additional perks


This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future.

For more information or a confidential discussion, please apply or get in touch.

Apply
Location:
Leeds
Job Type:
FullTime
Category:
Finance And Insurance

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