Technical Paraplanner – Leeds City Centre (Fully Flexible Hybrid)

Salary: £42,000–£50,000 Hybrid Working: Fully flexible – complete trust and autonomy Firm Type: Chartered, modern, technically excellent financial planning firm A role for paraplanners who want true technical depth.

This is an outstanding opportunity for an experienced paraplanner who thrives on complex planning, deep research and technical problem-solving. You’ll join a respected, chartered firm in Leeds City Centre that places huge value on paraplanning as a technical discipline — not just report writing.

If you enjoy autonomy, sophisticated casework and being a key technical partner to advisers, this role will feel like a genuine step up.

What you’ll be doing

You’ll work closely with advisers and senior technical specialists on a wide range of advanced planning scenarios. Your responsibilities will include:

• Conducting in-depth technical research across pensions, investments, tax planning and estate planning
• Producing high-quality, bespoke suitability reports for complex and HNW cases
• Completing detailed investment analysis, portfolio comparisons and risk assessments
• Building and interpreting cashflow models to support long-term planning recommendations
• Reviewing existing client arrangements and identifying planning opportunities
• Preparing technical summaries, recommendation modelling and meeting packs
• Supporting advisers before and after client meetings with technical insight
• Ensuring all advice is compliant, robust and clearly documented
• Contributing to technical discussions, case surgeries and best-practice development

This is a role with genuine technical challenge — ideal for someone who wants to be at the heart of the advice process.

Development, autonomy & progression

This firm offers one of the strongest technical development environments in the region. You’ll benefit from:

• Full support towards Advanced Diploma and Chartered status
• Regular technical workshops, CPD sessions and case clinics
• Opportunities to specialise in areas such as IHT, trusts, business-owner planning or investment strategy
• A clear pathway to Senior Technical Paraplanner, Technical Specialist or Team Lead roles
• The freedom to shape processes, templates and technical standards
• Full autonomy over your workload, with trust and flexibility built in

If you want to become a recognised technical expert, this firm will give you the platform.

What they’re looking for

• Strong experience in a paraplanning role, ideally with exposure to complex cases
• Confident producing detailed, bespoke suitability reports
• Excellent understanding of pensions, investments, tax planning and cashflow modelling
• Analytical mindset with a passion for technical accuracy
• Someone proactive, curious and comfortable working independently
• Level 4 Diploma qualified as a minimum (Advanced Diploma or working towards it is a strong advantage)

This role suits someone who enjoys depth, autonomy and being part of a technically strong team.

What you’ll get in return

• £42,000–£50,000 depending on experience and qualifications
• Fully flexible hybrid working — no rigid office requirements
• 25 days holiday + bank holidays
• Full exam funding and study support
• Modern Leeds City Centre office with excellent transport links
• Exposure to complex, interesting planning work
• A collaborative, technically strong team that values paraplanners
• Long-term progression and the chance to shape technical standards