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Paraplanner – (Leeds)
Salary: £35,000+ DOE
Full-time | On-Site
A growing Chartered independent financial planning practice in the Leeds area is seeking a technically strong Paraplanner to support its advice team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.
The team uses modern planning tools, including cashflow modelling and automated support systems, to streamline processes and free up time for meaningful client work. As a small, collaborative team, they value accuracy, clarity and a people-first approach to financial planning.
The Role
You will act as the technical engine room behind the firm’s advisers, turning client conversations into detailed research, analysis and compliant recommendations. Your work will ensure every client receives clear, accurate and personalised planning.
What you'll be doing:
- Researching and analysing client circumstances across pensions, investments, protection and tax planning
- Preparing suitability reports — using AI-supported systems alongside your own judgement — and other client-facing documentation, in line with regulatory requirements
- Comparing products and providers to identify the most suitable solutions for each client
- Supporting advisors in developing financial planning recommendations and strategies
- Building and interpreting cashflow models to help clients see their financial future clearly
- Liaising with product providers, platforms and other third parties to gather what's needed
- Keeping client records accurate and ensuring everything we do meets FCA requirements
- Staying on top of changes in legislation, tax rules and the wider financial planning landscape
- Helping with administration, including completing transactions
- Helping to improve paraplanning processes and templates
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Requirements
- Previous experience in a paraplanning role within financial services
- Strong technical knowledge of pensions, investments, protection and/or tax planning
- Excellent report writing skills, with a real eye for detail
- Strong analytical and numerical ability
- Confidence using financial planning and cashflow modelling software (e.g. Voyant, CashCalc, Intelliflo)
- Good working knowledge of FCA regulations and compliance requirements
- The organisational skills to manage several cases at once without dropping the ball
- Clear, confident written and verbal communication
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Preferable Skills
- Diploma in Regulated Financial Planning (Level 4), or working towards it
Benefits
- A competitive salary
- Support and funding towards your professional qualifications and ongoing CPD
- A modern, collaborative team where your ideas are genuinely welcomed
- 25 days holiday
- Non contractually and subject to a review of business requirements each year, the firm gives paid holiday in between Christmas and New Year that does not need to be taken from the main entitlement.
- Free office parking
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