Technical Paraplanner – Leeds City Centre (Fully Flexible Hybrid)Salary: £42,000–£50,000 Hybrid Working: Fully flexible – complete trust and autonomy Firm Type: Chartered, modern, technically excellent financial planning firm A role for paraplanners who want true technical depth.
This is an outstanding opportunity for an experienced paraplanner who thrives on complex planning, deep research and technical problem-solving. You’ll join a respected, chartered firm in Leeds City Centre that places huge value on paraplanning as a technical discipline — not just report writing.
If you enjoy autonomy, sophisticated casework and being a key technical partner to advisers, this role will feel like a genuine step up.
What you’ll be doingYou’ll work closely with advisers and senior technical specialists on a wide range of advanced planning scenarios. Your responsibilities will include:
*Conducting in-depth technical research across pensions, investments, tax planning and estate planning
*Producing high-quality, bespoke suitability reports for complex and HNW cases
*Completing detailed investment analysis, portfolio comparisons and risk assessments
*Building and interpreting cashflow models to support long-term planning recommendations
*Reviewing existing client arrangements and identifying planning opportunities
*Preparing technical summaries, recommendation modelling and meeting packs
*Supporting advisers before and after client meetings with technical insight
*Ensuring all advice is compliant, robust and clearly documented
*Contributing to technical discussions, case surgeries and best-practice development
This is a role with genuine technical challenge — ideal for someone who wants to be at the heart of the advice process.
Development, autonomy & progressionThis firm offers one of the strongest technical development environments in the region. You’ll benefit from:
*Full support towards Advanced Diploma and Chartered status
*Regular technical workshops, CPD sessions and case clinics
*Opportunities to specialise in areas such as IHT, trusts, business-owner planning or investment strategy
*A clear pathway to Senior Technical Paraplanner, Technical Specialist or Team Lead roles
*The freedom to shape processes, templates and technical standards
*Full autonomy over your workload, with trust and flexibility built in
If you want to become a recognised technical expert, this firm will give you the platform.
What they’re looking for*Strong experience in a paraplanning role, ideally with exposure to complex cases
*Confident producing detailed, bespoke suitability reports
*Excellent understanding of pensions, investments, tax planning and cashflow modelling
*Analytical mindset with a passion for technical accuracy
*Someone proactive, curious and comfortable working independently
*Level 4 Diploma qualified as a minimum (Advanced Diploma or working towards it is a strong advantage)
This role suits someone who enjoys depth, autonomy and being part of a technically strong team.
What you’ll get in return*£42,000–£50,000 depending on experience and qualifications
*Fully flexible hybrid working — no rigid office requirements
*25 days holiday + bank holidays
*Full exam funding and study support
*Modern Leeds City Centre office with excellent transport links
*Exposure to complex, interesting planning work
*A collaborative, technically strong team that values paraplanners
*Long-term progression and the chance to shape technical standards