Paraplanner

Paraplanner – Chartered Boutique Firm – Leeds – £40,000-£45,0000

Location:

Leeds Salary: £40,000 - £45,000 Environment:
Chartered, fully independent boutique financial planning firm Team:
Small, close-knit, highly qualified Tech:
Cashflow tools  AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative , giving you close access to advisers, paraplanners and client support specialists, meaning you’re never siloed and always supported. The firm embraces modern technology , using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy.

You’ll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes. With a HNW client base , complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners.

Role Overview You’ll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning.

Key Responsibilities Research & analysis across all advice areas Preparing suitability reports (AI-supported templates) Product & provider comparisons Cashflow modelling Liaising with providers & maintaining compliant records Pre/post-sale admin where needed Improving paraplanning processes & templates Requirements Paraplanning experience Strong technical knowledge (pensions, investments, protection, tax) Excellent report writing & attention to detail Confident with planning software (Voyant, Cash Calc, Intelliflo) Good FCA/regulatory understanding Strong communication & organisational skills Nice to have:
Level 4 Diploma or working towards it Benefits Competitive salary Study support & CPD Collaborative, modern team 25 days holiday Clear progression within a Chartered environment Interested? If this role sounds of interest, apply now, or if you’re exploring other opportunities within wealth management, apply now and let’s have a chat .