Leeds | Hybrid working
Salary up to £42,000 + excellent benefits
Permanent
Reed is working with a well-established financial advice organisation to recruit an experienced Paraplanner for their growing Leeds-based team.
This is an excellent opportunity to join a professional, advice-led business that is investing in its paraplanning function and offers a supportive, collaborative working environment.
The role
Working closely with Financial Advisers, you will play a key role in the delivery of high-quality, compliant financial planning advice. The position offers a hybrid working model, with a requirement to attend the Leeds office three days per week.
Key responsibilities include:
*Providing technical research and analysis to support Financial Advisers
*Preparing suitability and recommendation reports in line with FCA requirements
*Analysing client circumstances, objectives, attitude to risk and capacity for loss
*Producing cashflow modelling and long-term financial planning analysis
*Maintaining accurate client records and supporting data gathering where required
*Liaising with advisers to query and challenge recommendations when appropriate
About you
*CII Level 4 Diploma in Financial Planning (or equivalent) achieved
*Previous experience in a Paraplanner or senior technical support role
*Strong knowledge of the UK financial advice process and products
*Excellent written communication and attention to detail
*Highly organised with the ability to meet tight deadlines
*Confident working collaboratively with advisers and internal teams
What’s on offer
*Salary up to £42,000
*Hybrid working (3 days office-based in Leeds)
*Generous employer pension contribution
*Life assurance, income protection and critical illness cover
*27 days holiday plus bank holidays, with the option to buy more
*Flexible benefits including healthcare and wellbeing options
Apply now
If you’re an experienced Paraplanner seeking a stable, well-supported role within a growing advice business, we’d love to hear from you.