Paraplanner – Leeds – Hybrid Working
Salary: £40,000–£47,000 (up to £50,000 for highly experienced candidates)
A leading national wealth management firm is seeking an experienced Paraplanner to join their Leeds office. This hybrid role offers the flexibility to work from home up to 2 days per week after an initial training period.
You will play a central role within the Paraplanning team, supporting Financial Planners and Client Executives to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations.
Key Responsibilities:
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Produce suitability reports, financial plans, and tax calculations to a high standard.
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Conduct detailed research, analysis, and cashflow modelling to support recommendations.
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Liaise with providers to obtain information on investments and financial products.
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Support client review meetings and ensure documentation is complete and compliant.
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Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice.
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Maintain and develop professional knowledge to meet continuous development requirements.
About You:
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Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher.
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Strong understanding of financial products, FCA rules, and regulatory standards.
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Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms.
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Excellent written communication with meticulous attention to detail.
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Well-organised, self-motivated, and able to manage a varied workload.
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Collaborative approach with strong relationship-building skills.
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Passionate about sharing knowledge and supporting team development.
Benefits:
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Competitive salary up to £50,000 for highly experienced candidates.
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Hybrid working (2 days from home after training).
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30 days holiday plus public holidays and 3 celebratory leave days.
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Private medical insurance, digital GP access, and employee assistance programme.
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Pension and life assurance schemes.
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Enhanced family leave and employee referral scheme.
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Eye care vouchers.
This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Sector:
- Financial Services
- Financial Planning
