Paraplanner

Paraplanner

Leeds / Manchester Hybrid

Up to £55,000

An exciting opportunity has arisen for an experienced Paraplanner to join a well-established and highly regarded independent financial advice firm with a strong regional presence across Leeds and Manchester.

This is an excellent opportunity for a technically strong Paraplanner looking to join a growing Financial Planning team, supporting experienced Financial Planners and working across an established and increasingly complex client base.

The Role

As a Paraplanner, you will provide high-quality technical, research and analytical support to the Financial Planning team, helping to deliver a first-class service to clients.

Your responsibilities will include:

• Preparing suitability reports and client recommendations

• Conducting detailed research across investments, pensions, protection and wider financial planning

• Supporting Financial Planners with complex technical queries and client cases

• Preparing cash-flow analysis and financial planning reports

• Assisting with new business and ongoing client reviews

• Liaising with product providers and third parties

• Supporting the implementation of client recommendations

• Ensuring all work is accurate, compliant and completed within agreed timescales

• Keeping up to date with relevant legislation, regulation and industry developments About You

The successful candidate will ideally have:

• Level 4 Diploma in Regulated Financial Planning or equivalent

• 3+ years' experience working as a Paraplanner or above

• Strong technical knowledge across all areas of financial planning

• Experience supporting Advisers with complex and high-value client cases

• Excellent research, analytical and report-writing skills

• Strong attention to detail and organisational skills

• Good knowledge of current financial planning regulation, including Consumer Duty

• Experience using financial planning and research systems such as Intelligent Office, Voyant, FE Analytics or similar

• A collaborative and proactive approach

• A genuine interest in developing your technical knowledge and career within financial planning What's on Offer?

• Salary up to £55,000 , depending on experience

• Hybrid working

• Supportive and experienced Financial Planning team

• Opportunity to work on complex financial planning cases

• Exposure to an established and growing client base

• Strong opportunities for professional and technical development

• Long-term career opportunity within a well-established business If you're an experienced Paraplanner looking for your next challenge and would like to find out more, get in touch for a confidential conversation .