Eden Rose
Paraplanner
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Senior Paraplanner
Leeds | Hybrid Working Available
Salary: £45,000 to £50,000 + Bonus + Excellent Benefits
Are you an experienced Paraplanner looking to take the next step in your career with a highly respected financial planning firm?
We're partnering with a well established and growing wealth management business in Leeds that is seeking a Senior Paraplanner to join its technical team. This is an excellent opportunity for a technically strong individual who enjoys complex financial planning work and wants to play a key role in supporting advisers and shaping best practice across the business.
The Opportunity
Working closely with the Managing Director and Financial Advisers, you'll be responsible for:
- Producing high-quality financial planning reports
- Carrying out technical research
- Supporting client review processes
- Providing expert technical guidance across a wide range of advice areas
This role offers genuine career development, ongoing study support, and the opportunity to work within a collaborative and professional environment that values technical excellence.
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Key Responsibilities
- Produce accurate, compliant, and client-focused suitability reports.
- Carry out technical research across pensions, investments, protection, and retirement planning.
- Assist with the production of client portfolio reviews.
- Build and maintain detailed cashflow planning models.
- Respond to technical queries from advisers and clients.
- Support the ongoing review of preferred provider and investment panels.
- Assist in the development and maintenance of report templates, tools, and technical resources.
- Help deliver technical training and support to colleagues across the business.
- Produce technical updates and market bulletins for clients and professional introducers.
About You
To be successful in this role, you'll have:
- Minimum 3 years' experience in a Paraplanning position within financial services.
- Level 4 Diploma qualified (or equivalent), including pension qualifications.
- Strong technical knowledge across pensions, investments and financial planning.
- Experience using cashflow modelling software.
- Intermediate to advanced Excel skills.
- Excellent written communication and report writing abilities.
- A desire to continue studying towards Chartered Financial Planner status.
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What's on Offer?
Competitive Salary
Salary will be tailored to reflect your experience, qualifications, and technical capability.
Benefits Package
- Employer pension contribution
- Vitality Private Medical Insurance
- Death in Service cover (4x salary)
- 24 days annual leave plus bank holidays
- Discretionary annual bonus
- Full exam support and funding
- Ongoing professional development and training
Why Apply?
This is an outstanding opportunity for an ambitious Senior Paraplanner seeking a role where their technical expertise will be genuinely valued. You'll join a business that actively invests in employee development, supports Chartered progression, and provides the resources needed to deliver exceptional financial planning outcomes.
Interested in learning more? We'd love to have a confidential conversation.
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