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Junior Paraplanner: in Client Cashflow & Planning

Remote / Online - Candidates ideally in
Bradford, West Yorkshire, NE70, England, UK
Listing for: Exchange Street Claims & Financial Services
Full Time, Remote/Work from Home position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
Position: Junior Paraplanner: Hybrid Role in Client Cashflow & Planning

Exchange Street Claims & Financial Services in Leeds is seeking a motivated paraplanner to join a growth‑minded team. You will work closely with two planners who advise clients with £1m+ and gain exposure to cashflow modelling and lifestyle financial planning.

The role focuses on developing paraplanning skills over the next few years, with guidance and time to build expertise within a supportive environment.

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