PARAPLANNER | LEEDS / HYBRID | CAREER PATHWAY

Phoenix Talent Partners is exclusively representing a growing Financial Planning business looking for a Paraplanner to join its team.

This is a fast-paced, professional services environment where you’ll work closely with Advisers, Compliance and Sales Support — so if you’re all about pensions and investments, organised and have a great eye for detail, this could be a fantastic opportunity.

THE ROLE

• You’ll support Advisers across their caseload, helping to ensure cases progress efficiently and to a high standard.
• Prepare suitability reports and client documentation
• Provide technical paraplanning support to Advisers
• Manage a busy workload and competing priorities
• Work closely with Compliance and Sales Support
• Ensure accuracy, quality and regulatory standards are maintained
• Build strong relationships across the wider team

ABOUT YOU

We're looking for someone with around 2–3 years’ Paraplanning experience.

You don't need extensive experience — we're interested in someone who has:

• Strong technical financial planning knowledge
• Excellent attention to detail
• The ability to work under your own steam
• Good organisation and time management
• A collaborative, team-focused approach
• Experience of planning and research tools and FP systems

Working towards their Diploma in Regulated Financial Planning

STUDY SUPPORT PROVIDED

The business will provide study support to help you complete your Diploma, supporting your longer-term development within financial planning.

THE CAREER OPPORTUNITY

There is a genuine pathway into Financial Advice or technical roles for the right person.

The business is prepared to support your development, with the potential to progress towards an Adviser role after approximately 18–24 months, subject to development, performance and qualifications.

Strong team bond

Excellent collaboration

Great culture

Study support

Real career development

Leeds / Hybrid

Interested? Get in touch for a confidential conversation.

Exclusively represented by Phoenix Talent Partners.

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