Paraplanner

PARAPLANNER | LEEDS / HYBRID | CAREER PATHWAY Phoenix Talent Partners is exclusively representing a growing Financial Planning business looking for a Paraplanner to join its team. This is a fast-paced, volume-based environment where you’ll work closely with Advisers, Compliance and Sales Support — so if you’re technically strong, organised and have a great eye for detail, this could be a fantastic opportunity.

THE ROLE You’ll support Advisers across a busy caseload, helping to ensure cases progress efficiently and to a high standard. Prepare suitability reports and client documentation Provide technical paraplanning support to Advisers Manage a busy workload and competing priorities Work closely with Compliance and Sales Support Ensure accuracy, quality and regulatory standards are maintained Build strong relationships across the wider team ABOUT YOU We're looking for someone with around 2–3 years’ Paraplanning experience .

You don't need extensive experience — we're interested in someone who has:
Strong technical financial planning knowledge Excellent attention to detail The ability to work at pace and manage volume Good organisation and time management A collaborative, team-focused approach Working towards their Diploma in Regulated Financial Planning The ambition to develop their career STUDY SUPPORT PROVIDED The business will provide study support to help you complete your Diploma , supporting your longer-term development within financial planning.

THE CAREER OPPORTUNITY There is a genuine pathway into Financial Advice for the right person. The business is prepared to support your development, with the potential to progress towards an Adviser role after approximately 18–24 months , subject to development, performance and qualifications. Strong team bond Excellent collaboration Great culture Study support Real career development Leeds / Hybrid Interested? Get in touch for a confidential conversation.

Exclusively represented by Phoenix Talent Partners. Paraplanner Financial Planning IFA Wealth Management Financial Services Financial Advice Paraplanning Career Development Leeds Jobs Hybrid Working Study Support Phoenix Talent Partners