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Junior Paraplanner
Remote / Online - Candidates ideally in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-06-20
Leeds, West Yorkshire, ME17, England, UK
Listing for:
Exchange Street Executive Search
Remote/Work from Home
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
Benefits and Package
- Starting salary £30,000 - £35,000 depending on experience and exam progress
- Generous bonus awarded to existing team members
- Pension contribution
- Disability insurance (x4)
- Exam support
- 25 days holiday plus extra 2-3 days during Christmas break
- Primary work location:
Leeds office with one day per week remote work flexibility
- Collaborate with the firm's two planners who advise clients with £1m+ in assets
- Manage client contact and participate in cash flow modelling and lifestyle financial planning
- Progress within the organization as a paraplanner, with potential for future advancement into advisory roles
- Approximately 12 months paraplanning experience is desirable, though not essential
- Experience in an admin-focused role with exposure to reports, research or technical work is acceptable
- Demonstrated willingness and capacity to learn quickly
- Aspirations to achieve Level 4 and beyond, with commitment to developing skills over time
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