Paraplanner

Job

Location:

Leeds, North Yorkshire

Employment Type:

Permanent

Salary: £40,000 - £45,000 Per Annum

Are you a paraplanner who loves technical work, thrives in a collaborative environment, and wants to be part of a forward?thinking wealth management team? This Leeds?based role offers the perfect blend of progression, support, and exposure to high?quality financial planning.

This firm blends proven technology with decades of advisory expertise, supporting clients from early stage planning through to complex wealth management. You’ll join a professional, friendly team where development, integrity and long?term client relationships are at the heart of everything they do.

• Working closely with Financial Planners to build and review tailored investment propositions.
• Interpreting client objectives and financial information to prepare high?quality suitability checks.
• Conducting detailed research and analysis to support advice recommendations.
• Preparing clear, accurate suitability reports within agreed deadlines.
• Completing periodic portfolio reviews and technical research on existing arrangements.
• Maintaining strong knowledge of retail investment products and liaising confidently with providers.
• Handling client queries with accuracy and professionalism.
• Producing cashflow models to support client planning.
• Staying up to date with FCA regulations, Consumer Duty and wider industry trends.
• Contributing to paraplanner meetings and attending client meetings where appropriate.
• Ensuring accuracy across systems, controls and KPIs.

• An experienced paraplanner or someone progressing strongly towards Level 4.
• Strong technical understanding and a passion for high?quality advice.
• Someone proactive, detail?driven and eager to keep developing.
• A team player who thrives in a supportive, collaborative environment.

• Hybrid working
• A culture built on professionalism, integrity and genuine client care.
• Exposure to a wide range of planning scenarios.
• Clear progression opportunities within a growing business.