Eden Rose
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
90985
Location
Leeds
Salary
£35,000 - £45,000 Per Annum
Employment Type
Permanent
Location: Leeds, West Yorkshire
Type: Permanent
Job #: 90985
Salary: £35,000 - £45,000 Per Annum
Paraplanner – Leeds
Hybrid Working | Up to £45,000 | Excellent Career Development
Are you an ambitious Paraplanner looking to develop your technical expertise within a highly regarded financial planning firm?
We are seeking a motivated and detail-oriented Paraplanner to join our growing technical team. This is an outstanding opportunity for someone progressing towards their Level 4 Diploma who wants exposure to complex financial planning cases, ongoing professional development, and a clear pathway for career progression.
Working closely with experienced Advisers, Technical Consultants, and Senior Paraplanners, you’ll play a key role in delivering high quality financial planning solutions and ensuring clients receive exceptional advice.
What’s on Offer?
- Salary up to £45,000 DOE
- Hybrid working arrangement
- Strong Support Towards Professional Qualifications
- Exposure to complex and interesting client cases
- Collaborative and highly experienced technical team
- Clear progression opportunities within a growing business
- Supportive and professional working environment
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Role
As a Paraplanner, you’ll provide essential technical and administrative support to the advisory team, helping to ensure advice is delivered efficiently, accurately, and in line with regulatory requirements.
You will be involved in all stages of the advice process, from research and analysis through to suitability report preparation and case completion.
Key Responsibilities
- Provide technical support across a range of complex advice areas, including pensions, retirement planning, inheritance tax planning, and income strategies.
- Conduct detailed research and analysis to support financial planning recommendations.
- Assist Advisers and Senior Paraplanners in preparing high-quality suitability reports and client documentation.
- Gather and interpret technical information for client cases.
- Ensure all client records and documentation are accurately maintained, compliant, and audit-ready.
- Liaise with product providers and internal teams to obtain information and progress cases efficiently.
- Support the delivery of tailored financial planning solutions for high-net-worth and complex client portfolios.
About You
We’re looking for someone who is technically minded, organised, and committed to building a long term career within financial planning.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements
- Experience working in a Paraplanning, Trainee Paraplanning, or Technical Support role within financial services.
- Working towards, or recently achieved, the CII Level 4 Diploma in Regulated Financial Planning.
- Strong understanding of pensions, investments, and financial planning principles.
- Excellent report writing and written communication skills.
- High attention to detail and a commitment to producing accurate work.
- Strong organisational and time management skills.
- Ability to manage multiple cases and deadlines simultaneously.
- A proactive approach and desire to develop technical expertise.
Why Join?
This role offers far more than a competitive salary. You’ll become part of a forward thinking financial planning business that invests heavily in its people, supports professional development, and provides real opportunities for career growth.
If you’re looking for a role where your technical skills will be valued, developed, and challenged while working in a flexible hybrid environment, we’d love to hear from you.
Apply today to take the next step in your Paraplanning career.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location