Paraplanner
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-09-22
Listing for:
Reed
Full Time
position Listed on 2026-09-22
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Compliance
Job Description & How to Apply Below
This is a varied and rewarding role where you’ll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience. What you’ll bring:
Previous paraplanning experience within a financial planning firm CII Diploma in Regulated Financial Advice (Level
4) or equivalent Strong technical knowledge across all areas of financial planning Excellent report writing, systems knowledge, and attention to detail A proactive, collaborative mindset with a client-centric approach What’s on offer:
Highly competitive salary DOE discretionary bonus Hybrid working - 2 days office based Generous pension contribution Comprehensive benefits package including private medical cover, life assurance & income protection Family friendly policies – enhanced leave Study support - funding for courses and study days offered to assist with further professional qualifications Range of flexible benefits A genuinely supportive culture with clear development opportunities If you’re a confident, commercially minded Paraplanner who enjoys working as part of a high-performing team, we’d love to hear from you.
Submit your CV or contact Pauline Low at Reed on for a confidential chat.
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