Benefits and Package
* Starting salary £30,000 - £35,000 depending on experience and exam progress
* Generous bonus awarded to existing team members
* Pension contribution
* Disability insurance (x4)
* Exam support
* 25 days holiday plus extra 2-3 days during Christmas break
* Primary work location: Leeds office with one day per week remote work flexibility
Responsibilities
* Collaborate with the firm's two planners who advise clients with £1m+ in assets
* Manage client contact and participate in cash flow modelling and lifestyle financial planning
* Progress within the organization as a paraplanner, with potential for future advancement into advisory roles
Qualifications
* Approximately 12 months paraplanning experience is desirable, though not essential
* Experience in an admin-focused role with exposure to reports, research or technical work is acceptable
* Demonstrated willingness and capacity to learn quickly
* Aspirations to achieve Level 4 and beyond, with commitment to developing skills over time
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