Paraplanner

Leeds Hybrid workingSalary up to £42,000 + excellent benefitsPermanent

Reed is working with a well-established financial advice organisation to recruit an experienced Paraplanner for their growing Leeds-based team.

This is an excellent opportunity to join a professional, advice-led business that is investing in its paraplanning function and offers a supportive, collaborative working environment.

The role

Working closely with Financial Advisers, you will play a key role in the delivery of high-quality, compliant financial planning advice. The position offers a hybrid working model, with a requirement to attend the Leeds office three days per week.

Key responsibilities include:

• Providing technical research and analysis to support Financial Advisers
• Preparing suitability and recommendation reports in line with FCA requirements
• Analysing client circumstances, objectives, attitude to risk and capacity for loss
• Producing cashflow modelling and long-term financial planning analysis
• Maintaining accurate client records and supporting data gathering where required
• Liaising with advisers to query and challenge recommendations when appropriate

About you

• CII Level 4 Diploma in Financial Planning (or equivalent) achieved
• Previous experience in a Paraplanner or senior technical support role
• Strong knowledge of the UK financial advice process and products
• Excellent written communication and attention to detail
• Highly organised with the ability to meet tight deadlines
• Confident working collaboratively with advisers and internal teams

What's on offer

• Salary up to £42,000
• Hybrid working (3 days office-based in Leeds)
• Generous employer pension contribution
• Life assurance, income protection and critical illness cover
• 27 days holiday plus bank holidays, with the option to buy more
• Flexible benefits including healthcare and wellbeing options

Apply now

If you're an experienced Paraplanner seeking a stable, well-supported role within a growing advice business, we'd love to hear from you.