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, volume-based environment where you’ll work closely with Advisers, Compliance and Sales Support — so if you’re technically strong, organised and have a great eye for detail, this could be a fantastic opportunity.

THE ROLE

You’ll support Advisers across a busy 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 at pace and manage volume

Good organisation and time management

A collaborative, team-focused approach

Working towards their Diploma in Regulated Financial Planning

The ambition to develop their career

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 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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