Paraplanner – Independent Financial Planning Firm
Location: Leeds
Salary: Up to £40,000 + Bonus + Excellent Benefits
Contract: Permanent, Full-Time
Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm where your expertise will genuinely make an impact?


We’re recruiting on behalf of an established independent financial planning business with multiple regional offices and a reputation for delivering high-quality, personalised advice.
If you’re passionate about technical financial planning, analytical by nature, and thrive in a collaborative environment—this could be the perfect next step.
The Role
As a Paraplanner, you’ll work closely with Financial Planners to support them in delivering exceptional client outcomes. This is a varied, technical role where you’ll be involved in everything from analysis and research to producing detailed reports and supporting the wider client journey.
Your key responsibilities will include:
*Preparing high-quality, compliant suitability reports
*Conducting complex technical analysis (CGT, IHT, cashflow modelling, pensions & investments)
*Completing product and market research to support advice recommendations
*Supporting advisers and administrators with technical queries
*Maintaining accurate records within the back-office system
*Ensuring compliance with FCA regulations, Consumer Duty and internal processes
*Managing workload effectively and contributing to an excellent client experience
About You
We’re looking for someone who is:
*Experienced in a Paraplanning or similar technical role within Financial Services
*Highly organised with strong attention to detail
*A clear and confident communicator, both written and verbal
*Analytical, proactive and comfortable working across complex financial scenarios
*Able to build strong relationships within a team environment
*Professional, ethical and committed to ongoing personal development
Desirable:
*Working towards or holding the Level 4 Diploma in Regulated Financial Planning (or equivalent)
What’s on Offer?
*Salary up to £40,000 (DOE)
*Discretionary annual bonus
*26 days annual leave + bank holidays
*6% employer pension contribution (salary sacrifice available)
*4x salary life assurance cover
*Health Cash Plan
*Hybrid working – split between office and home
*A supportive, values-driven culture focused on development and professional growth
This organisation is growing year-on-year and offers genuine long-term progression for those who want it.
Apply Today
If you’re an experienced Paraplanner looking to join a modern, supportive and growing financial planning firm, we’d love to hear from you.