Paraplanner

Industry: Financial Services

Location: Leeds

Salary: Up to £45,000 DOE

Job Reference: 10637

Job Description

Recruit UK is delighted to be working with a leading financial advice firm to recruit a Paraplanner to join its team in Leeds.

This is an excellent opportunity for an experienced Paraplanner to join a well-established wealth management business offering a supportive working environment, a comprehensive benefits package and clear opportunities for career development.

In this role, you will work closely with Financial Planners, clients and product providers to support the delivery of high-quality financial planning services. You will be responsible for researching financial information, preparing detailed reports, assisting with client meeting preparation and ensuring that client records and internal systems remain accurate and up to date.

Key Responsibilities

Duties will include, but are not limited to:

• Research clients’ existing financial arrangements and analyse investment information and client data.
• Develop financial planning strategies and research products available across the financial marketplace.
• Prepare and produce comprehensive financial planning reports.
• Support Financial Planners with the preparation and organisation of client meetings.
• Maintain accurate complaint records and associated documentation.
• Work collaboratively with colleagues to provide an excellent standard of client service.
• Carry out general office administration duties and provide holiday cover when required.
• Maintain and update back-office systems, client databases and relevant platforms.

Benefits Package

The successful candidate will benefit from a competitive package, including:

• Salary of up to £45,000, depending on experience.
• 25 days’ annual leave.
• Clear career progression opportunities.
• 4.5% company pension scheme.
• Funded professional qualifications.
• Hybrid working, with up to four days per week from home and a laptop provided.
• Death-in-service benefit.
• Annual company conference, social events and Christmas party.
• Dress-down Fridays.
• Flexible benefits system.

Skills and Experience Required

To be considered for this opportunity, you will ideally have:

• A minimum of 18 months’ paraplanning experience.
• The Level 4 Diploma in Financial Planning completed or be close to achieving it.
• Experience working with client databases and back-office systems.
• Strong written and verbal communication skills.
• Good IT and computer skills.
• Excellent attention to detail and a methodical approach to your work.

About Recruit UK

Recruit UK specialises in financial services recruitment, offering expertise, industry insight and valuable connections to candidates and employers alike. With a network of more than 100,000 financial services professionals, we are well placed to connect talented individuals with opportunities that match their skills, experience and career ambitions.

We are pleased to be supporting a financial advice firm with its search for a Paraplanner to join its team in Leeds.

Our Commitment to You

At Recruit UK, we believe in providing a personalised and supportive recruitment experience. Our approach includes:

• Promoting equality, diversity and inclusion across all our business activities.
• Beginning every recruitment journey with a conversation to understand your experience, ambitions and individual circumstances.
• Providing honest and constructive feedback about your position in the job market.
• Using our extensive financial services network to connect you with suitable career opportunities.
• Taking a holistic approach to career development, recognising that job satisfaction involves more than salary alone.
• Supporting candidates and employers throughout the UK through our regional teams.
• Offering a straightforward, respectful service without unnecessary follow-ups or pressure.

Additional Information

Due to the high volume of applications received, successful applicants will be contacted within seven working days of applying.

If you have not heard from us within this timeframe, please assume that your application has been unsuccessful on this occasion. However, we may retain your details for consideration in relation to future opportunities that align with your skills and experience.

Work Location: Hybrid remote in Leeds (West Yorkshire, Yorkshire and Humber Region)