Senior Paraplanner

Senior Paraplanner

Location: Leeds (Hybrid available after probation)Salary: Flexible (DOE) + Bonus + BenefitsJob Type: Full-time, Permanent

About the Role

An established, independent financial planning firm is looking to appoint an experienced Senior Paraplanner to join its growing technical team.

This is a fantastic opportunity for a technically strong paraplanner who wants to play a more influential role — whether that’s mentoring junior team members, shaping processes, or progressing towards an advisory position in the future.

You’ll be working with high-quality clients on a holistic planning basis, supporting advisers with complex cases across pensions, investments and protection.

Key Responsibilities

\n
• Writing high-quality suitability reports and financial planning documentation
\n
• Producing and maintaining detailed cashflow models
\n
• Supporting advisers with technical research and case preparation
\n
• Providing responses to complex client and adviser queries
\n
• Assisting with ongoing portfolio reviews and planning strategies
\n
• Supporting and mentoring junior paraplanners and team members
\n
• Contributing to improvements in templates, processes and technical standards
\n
• Keeping up to date with industry and regulatory changes
\n

About You

\n
• Minimum 3 years’ paraplanning experience within a financial planning firm
\n
• Level 4 Diploma qualified
\n
• Strong technical knowledge
\n
• Experience writing detailed, client-facing reports
\n
• Confident using Excel and financial planning tools
\n
• A proactive and collaborative approach
\n

What’s on Offer

\n
• Competitive salary (flexible depending on experience)
\n
• Annual discretionary bonus (consistently paid)
\n
• Hybrid working (up to 2 days from home after onboarding)
\n
• Full study support towards Chartered status
\n
• Career progression opportunities, including route to Adviser
\n
• Pension contribution, private medical cover & death in service
\n
• 24 days holiday + bank holidays (increasing with service)
\n
• Supportive, collaborative team culture
\n

Apply Now

If you’re a skilled paraplanner looking for the next step in your career, we’d love to hear from you. Apply today or contact us for a confidential discussion.