Senior Paraplanner

Senior Paraplanner

Location: Leeds (Hybrid available after probation)Salary: Flexible (DOE) + Bonus + BenefitsJob Type: Full-time, Permanent

About the Role

An established, independent financial planning firm is looking to appoint an experienced Senior Paraplanner to join its growing technical team.

This is a fantastic opportunity for a technically strong paraplanner who wants to play a more influential role - whether that's mentoring junior team members, shaping processes, or progressing towards an advisory position in the future.

You'll be working with high-quality clients on a holistic planning basis, supporting advisers with complex cases across pensions, investments and protection.

Key Responsibilities

• Writing high-quality suitability reports and financial planning documentation
• Producing and maintaining detailed cashflow models
• Supporting advisers with technical research and case preparation
• Providing responses to complex client and adviser queries
• Assisting with ongoing portfolio reviews and planning strategies
• Supporting and mentoring junior paraplanners and team members
• Contributing to improvements in templates, processes and technical standards
• Keeping up to date with industry and regulatory changes

About You

• Minimum 3 years' paraplanning experience within a financial planning firm
• Level 4 Diploma qualified
• Strong technical knowledge
• Experience writing detailed, client-facing reports
• Confident using Excel and financial planning tools
• A proactive and collaborative approach

What's on Offer

• Competitive salary (flexible depending on experience)
• Annual discretionary bonus (consistently paid)
• Hybrid working (up to 2 days from home after onboarding)
• Full study support towards Chartered status
• Career progression opportunities, including route to Adviser
• Pension contribution, private medical cover & death in service
• 24 days holiday + bank holidays (increasing with service)
• Supportive, collaborative team culture

Apply Now

If you're a skilled paraplanner looking for the next step in your career, we'd love to hear from you. Apply today or contact us for a confidential discussion.