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.