Job Description
Paraplanner - (Leeds)
Salary: £40,000+ DOE
Full-time |
About
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 c...
Salary: £40,000+ DOE
Full-time |
About
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 c...
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