Job Description

Salary/Rate: To £35,000 + Discretionary Bonus + Benefits

Package

  • Your starting salary will be £30,000 - £35,000 depending on experience and exam progress.
  • Bonus, pension, DIS (x4) and support with exams.
  • 25 days holiday plus an extra 2‑3 days during Christmas.
  • Office based in Leeds; flexible working one day a week.

What you’ll do

  • Work with the firm’s two planners advising clients with £1m+.
  • Client contact, cashflow modelling and lifestyle financial planning.
  • Develop a career as a paraplanner with potential advancement over time.

What you’ll need

  • About 12 months paraplanning experience (not essential). Current admin or research roles acceptable.
  • Willingness and capacity to learn quickly.
  • Ambitious to reach level 4 and beyond, with time, support and encouragement.

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