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Senior Paraplanner – Private Wealth

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: mbf
Full Time position
Listed on 2026-08-28
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 48000 - 52000 GBP Yearly GBP 48000.00 52000.00 YEAR
Job Description & How to Apply Below

MBF in Leeds is seeking an experienced Paraplanner to join a private wealth team. You will provide technical support across pensions, investments and other financial planning products, producing accurate suitability reports and client reviews.

The role is full-time and office-based in Leeds city centre. You should have at least three years of paraplanning experience, strong technical knowledge, and solid Excel skills;
Level 4 Diploma preferred, with study support offered.

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Position Requirements
10+ Years work experience
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