Paraplanner

West Yorkshire (Office-based)

£30,000 – £45,000 (Dependent on Experience)

Full-time | Permanent

The Opportunity

Reed is proud to be working with a highly respected, award-winning independent financial planning firm seeking to add a talented Paraplanner to their growing team.

This is an excellent opportunity for someone with at least 12 months’ paraplanning experience who is either Level 4 qualified or actively working towards completion. You’ll join a collaborative, supportive environment where your technical expertise will directly contribute to delivering outstanding client outcomes.

The Role

As a Paraplanner, you will work closely alongside Financial Advisers to produce high-quality, compliant financial advice. You’ll play a key role in research, report writing, and shaping tailored financial planning solutions.

Key Responsibilities

• Preparing detailed and compliant suitability reports
• Conducting research across pensions, investments, and protection
• Supporting advisers in designing bespoke client recommendations
• Analysing client information to identify suitable strategies
• Liaising with product providers and third parties
• Keeping up to date with market and regulatory changes
• Providing technical support and contributing to process improvements

About You

• Minimum 12 months’ experience in a Paraplanning role
• Level 4 Diploma qualified or actively working towards completion
• Strong technical knowledge across core financial planning areas
• Excellent report-writing and communication skills
• Highly organised with strong attention to detail
• Proactive, team-oriented, and able to work independently
• Passionate about delivering high-quality client outcomes

What’s in it for You?

• Salary of £30,000 – £45,000 depending on experience
• Clear progression and professional development opportunities
• Supportive, collaborative team culture
• Private healthcare
• Generous holiday entitlement
• Pension scheme
• Free on-site parking
• Access to on-site wellbeing facilities and activities
• Regular social events

Apply Now

If you're a motivated Paraplanner looking to develop your career within a forward-thinking financial planning firm, apply today or contact Reed for more information.