Paraplanner – Independent Financial Planning Firm

Location: LeedsSalary: Up to £40,000 + Bonus + Excellent BenefitsContract: Permanent, Full-Time

Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm where your expertise will genuinely make an impact?

We’re recruiting on behalf of an established independent financial planning business with multiple regional offices and a reputation for delivering high-quality, personalised advice.

If you’re passionate about technical financial planning, analytical by nature, and thrive in a collaborative environment—this could be the perfect next step.

The Role

As a Paraplanner, you’ll work closely with Financial Planners to support them in delivering exceptional client outcomes. This is a varied, technical role where you’ll be involved in everything from analysis and research to producing detailed reports and supporting the wider client journey.

Your key responsibilities will include:

• Preparing high-quality, compliant suitability reports
• Conducting complex technical analysis (CGT, IHT, cashflow modelling, pensions & investments)
• Completing product and market research to support advice recommendations
• Supporting advisers and administrators with technical queries
• Maintaining accurate records within the back-office system
• Ensuring compliance with FCA regulations, Consumer Duty and internal processes
• Managing workload effectively and contributing to an excellent client experience

About You

We’re looking for someone who is:

• Experienced in a Paraplanning or similar technical role within Financial Services
• Highly organised with strong attention to detail
• A clear and confident communicator, both written and verbal
• Analytical, proactive and comfortable working across complex financial scenarios
• Able to build strong relationships within a team environment
• Professional, ethical and committed to ongoing personal development

Desirable:

• Working towards or holding the Level 4 Diploma in Regulated Financial Planning (or equivalent)

What’s on Offer?

• Salary up to £40,000 (DOE)
• Discretionary annual bonus
• 26 days annual leave + bank holidays
• 6% employer pension contribution (salary sacrifice available)
• 4x salary life assurance cover
• Health Cash Plan
• Hybrid working – split between office and home
• A supportive, values-driven culture focused on development and professional growth

This organisation is growing year-on-year and offers genuine long-term progression for those who want it.

Apply Today

If you're an experienced Paraplanner looking to join a modern, supportive and growing financial planning firm, we’d love to hear from you.