Paraplanner - #2193954

Working directly in a dedicated three-person pod alongside one financial planner and an administrator makes this Paraplanner role in Leeds, West Yorkshire a genuinely collaborative opportunity. Offering £35,000 to £45,000 with a flexible hybrid pattern, you will handle end-to-end technical research, cashflow modelling, and bespoke suitability reports within a close-knit, highly supportive advice team.

Where you fit in

Operating within an established pod structure, your focus is to deliver high-quality technical research and ensure advice is delivered seamlessly and compliantly. In this Paraplanner role, you work closely with your assigned planner to analyse fact-finds, review existing client portfolios, and construct thorough recommendations that align directly with client goals while meeting the highest regulatory standards.

What the job involves

- Collaborate with your planner to review client fact-finds and evaluate objectives

- Complete technical research, comparative analysis, and cashflow modelling on existing portfolios

- Construct detailed, accurate suitability reports to agreed deadlines

- Liaise effectively with product providers to resolve complex technical queries

- Participate in pod meetings and attend client meetings when appropriate

Paraplanner Requirements

- Demonstrable experience in a paraplanning or technical wealth management position (essential)

- Strong technical knowledge of retail investments, pensions, and FCA regulations (essential)

- Practical experience with cashflow modelling software and research tools (essential)

- Level 4 Diploma in Regulated Financial Planning or progression towards it (desirable)

- Clear, analytical report-writing abilities with high attention to detail (essential)

Behind the role

Join a modern, client-focused wealth management firm built around balanced team pods. The environment encourages collaborative problem-solving, open questions, and shared technical knowledge across an established regional team.

What's on offer

- Starting salary of £35,000 to £45,000 dependent on experience and qualifications

- Hybrid working pattern with at least 2 days per week in the Leeds office

- 25 days annual leave plus statutory bank holidays

- 5% matched pension scheme via salary sacrifice

- 6x salary death in service and 1x critical illness cover

- Electric vehicle salary sacrifice leasing scheme and access to employee-funded private medical

- Tailored training, study support, and professional qualification funding

What happens next, and call to action

Your application comes straight to Premier Jobs UK. Our team personally reviews every application and responds to every candidate, so you will always receive feedback. Where your background matches what our client needs, we will arrange a confidential conversation to discuss your career goals. We never forward your details to our client without your prior permission.

To be considered for this Paraplanner role in Leeds, submit your CV today.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.