Paraplanner

Job description

Paraplanner

Location: Leeds | Hybrid Working Pattern

Salary: Up to £45,000 basic salary + annual bonus

Are you an experienced Paraplanner looking to take the next step in your career within a supportive and technically strong environment? This is an excellent opportunity to join a highly regarded financial planning team where your expertise will be valued and your development actively supported.

The Role

Working closely with Financial Advisers and Client Support teams, you will play a key role in delivering high-quality financial planning advice to both new and existing clients. You’ll be involved in a wide range of cases, from straightforward to complex, giving you the opportunity to continually build your technical expertise.

Key Responsibilities

• Conduct detailed research on clients’ existing and proposed financial arrangements
• Analyse investment portfolios, including asset allocation aligned to clients’ risk profiles
• Prepare illustrations and projections across investments, pensions, and protection
• Produce clear, compliant, and technically accurate suitability reports and client documentation
• Support annual client reviews, including risk assessment and strategy updates
• Ensure all client files meet regulatory requirements and internal compliance standards

About You

• Minimum 2 years’ experience in a paraplanning role
• Progress towards (or completion of) the Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Strong technical knowledge across financial planning products and solutions
• Excellent attention to detail and report-writing skills
• Ability to manage workload effectively in a fast-paced environment
• A collaborative team player with a proactive approach

What’s on Offer

• 25 days holiday plus bank holidays (with options to buy more)
• Additional day off for your birthday
• Structured induction and ongoing training
• Clear career progression pathways, including support towards Chartered status
• Funded exams and paid study leave
• Flexible benefits package tailored to your needs
• Cycle to Work scheme
• Employee Assistance Programme (24/7 support)
• Paid volunteering days
• Access to internal wellbeing, diversity & inclusion initiatives, and social events

Why Apply?

You’ll be joining a collaborative, forward-thinking environment where professional development is genuinely encouraged. This is an ideal role for a driven Paraplanner who wants to deepen their expertise and progress within financial planning.

Extra information

Status

Open

Education Level

Secondary School

Location

Leeds

Type of Contract

Full-time jobs

Published at

02-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English