Senior Paraplanner
Senior Paraplanner
Location: Leeds (Hybrid available after probation)
Salary: Flexible (DOE) + Bonus + Benefits
Job 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
- Writing high-quality suitability reports and financial planning documentation
- Producing and maintaining detailed cashflow models
- Supporting advisers with technical research and case preparation
- Providing responses to complex client and adviser queries
- Assisting with ongoing portfolio reviews and planning strategies
- Supporting and mentoring junior paraplanners and team members
- Contributing to improvements in templates, processes and technical standards
- Keeping up to date with industry and regulatory changes
- Minimum 3 years’ paraplanning experience within a financial planning firm
- Level 4 Diploma qualified
- Strong technical knowledge
- Experience writing detailed, client-facing reports
- Confident using Excel and financial planning tools
- A proactive and collaborative approach
- Competitive salary (flexible depending on experience)
- Annual discretionary bonus (consistently paid)
- Hybrid working (up to 2 days from home after onboarding)
- Full study support towards Chartered status
- Career progression opportunities, including route to Adviser
- Pension contribution, private medical cover & death in service
- 24 days holiday + bank holidays (increasing with service)
- Supportive, collaborative team culture
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.
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