Paraplanner
Leeds outskirts (hybrid)
Full Time | Permanent
A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Leeds office (outskirts). This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments.
You’ll be joining a professional family-friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey.
What’s on offer:
* Competitive package.
* Bonus.
* Hybrid working pattern for a better work–life balance.
* Private Medical Insurance.
* Income Protection.
* Full funding and support for study towards further qualifications.
* Training on systems and processes.
* A supportive, energetic team environment where your contributions are genuinely valued.
Role responsibilities:
This is a traditional paraplanning role working closely and in collaboration with financial advisers.
* Conducting research on products and providers to identify the best client solutions.
* Preparing clear and compliant suitability and financial planning reports.
* Supporting advisers with reviews, client requests, and day-to-day queries.
* Engaging in cashflow planning when required by adviser.
* Promoting best practice and ensuring all work complies with regulatory requirements.
* Working in collaboration with financial planning administrators and other Paraplanners in office.
Requirements:
* Previous technical administration or paraplanning support experience within financial planning, ideally in an independent financial planning environment.
* Strong technical knowledge of investments and pensions with a client-focused mindset.
* Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike.
* Diploma qualified (or working towards) desirable, with study support available.
To apply or find out more about the role:
Apply now by submitting your CV or contact Jenny on if you have any questions. All enquiries will be handled with the strictest of confidence.