Senior Technical Paraplanner
Leeds City Centre | Hybrid Working Available
An established and highly respected wealth management firm in Leeds city centre is seeking an experienced Senior Technical Paraplanner to join its growing team.
With more than 21 years of success, the business has built a reputation for providing sophisticated financial planning and investment advice to high net worth and ultra high net worth clients. Managing in excess of £1Bn of client assets, the firm operates with a close knit and highly experienced team of 22 staff, offering a collaborative and professional environment with genuine long term career opportunities.
The business has experienced significant growth following the progression of two existing Paraplanners into client facing advisory roles, creating an excellent opportunity for an ambitious and technically strong individual to join the team.
This is a role suited to someone who enjoys working on complex financial planning cases and wants to be part of a firm that genuinely values technical expertise, continued learning, and professional development.
The Role
You will work closely with experienced Financial Planners and the wider technical team, supporting a sophisticated client base with detailed and often highly technical financial planning work.
Typical responsibilities will include:
- Producing high quality suitability reports and technical recommendations
- Conducting detailed research across pensions, investments, tax planning and protection
- Supporting advisers with complex cases involving HNW and UHNW clients
- Working on technical areas such as QROPS, SSAS arrangements, estate planning and complex pension scenarios
- Liaising with providers and internal teams to progress business efficiently
- Assisting in mentoring and supporting junior members of the Paraplanning team
- Potentially taking on team leadership responsibilities including workflow management and technical oversight
About You
The company is keen to speak with experienced Paraplanners who possess strong technical knowledge and a genuine passion for financial planning.
The ideal candidate will have:
- Previous experience as a Paraplanner within an IFA or wealth management environment
- Strong technical knowledge across pensions, investments and tax planning
- Experience working with complex and high value client cases
- Excellent report writing and analytical skills
- Strong attention to detail and organisational abilities
- A professional and collaborative approach
Chartered status is highly desirable, however individuals who are progressing towards Chartered and can demonstrate strong technical capability will also be considered. The business actively encourages further study and professional development.
Career Progression
This opportunity offers genuine flexibility around long term career direction.
Potential future pathways could include:
- Senior Technical Specialist
- Team Leader or Management responsibilities within the Paraplanning function
- Transition into a client facing advisory role in the future
Package and Benefits
- Salary completely negotiable depending on experience and technical capability
- Hybrid working available following probation, with up to 2 days working from home per week
- Flexible working hours with an emphasis on consistency and work life balance
- Death in Service cover of 4x salary
- Private medical insurance
- Full study support and encouragement towards Chartered status
- Generous annual discretionary bonus
- 5% employer pension contribution
- Regular staff social events and team activities
- Annual salary reviews
- Long term career progression opportunities within a stable and growing business
- Opportunity to work alongside highly experienced professionals on complex and rewarding cases
This is an excellent opportunity to join a highly regarded firm with a strong reputation, impressive client base, and a genuine commitment to developing and progressing its people.
Sector:
- Financial Services
- Financial Planning
