Paraplanner, Leeds

Overview

As a Paraplanner, you will support Financial Planners by delivering technical research and high-quality reports for affluent clients. You work closely with advisers in a collaborative yet autonomous environment, handling complex cases across investments, pensions, tax planning and protection. The role leverages your strong technical knowledge with a focus on exceptional client service and professional standards. This is a reputable setting that values thorough analysis and proactive, detail-oriented delivery.

Responsibilities

• Provide technical paraplanning support to Financial Planners
• Produce high-quality research and client-ready reports
• Assist with complex cases across investments, pensions, tax planning and protection
• Collaborate with advisers while maintaining autonomy and accountability
• Maintain accurate documentation and compliance in client communications

Key requirements

• Diploma
• Ideally Chartered or studying towards
• Strong paraplanning experience
• Solid technical knowledge of HNW and complex clients
• Excellent report writing and research skills
• Proactive, detail-oriented, client-facing with advisers

• proactive
• detail-oriented
• communication
• paraplanning
• technical knowledge of investments pensions tax planning protection
• report writing

…