Trabajos paraplanner en LeedsCrear alertas

Paraplanner Location: Leeds (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role: Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: • Developing financial planning strategies aligned to client objectives, • Producing clear, client-focused suitability and financial planning reports, • Cashflow modelling, tax calculations and technical research, • Liaising with product providers and internal stakeholders, • Ensuring all work meets FCA and internal compliance standards About You: • Diploma in Financial Planning (Level 4) qualified or above, • Strong technical knowledge across holistic financial planning, • Excellent written communication and attention to detail, • A proactive, solutions-focused mindset, • Suitable for Paraplanners from newly qualified through to more experienced levels What’s on Offer: • Salary of £45,000 - £60,000 (flexible for the right candidate), • Annual performance-related bonus, • Hybrid working (2-3 days in the Leeds office), • Clear and supported progression framework Benefits include: • 25 days’ annual leave plus bank holidays (increasing with service), • Income protection and life assurance, • Generous pension scheme, • Paid professional subscriptions, • Health and wellbeing benefits, • Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.

Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Location: Chorley (Hybrid) Salary: Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner. Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner. Benefits Package * 4% Employer Pension Contribution (salary sacrifice available) * 28 Days Annual Leave plus Bank Holidays * Option to Purchase up to 5 Additional Days Leave * Group Life Cover (4x Salary) * Rolling Sick Pay Scheme * Full Exam & Training Support * Hybrid Working Arrangement * Clear Career Development Pathway towards a Paraplanner role Role Purpose As part of the Paraplanning team, you will: * Assist in preparing accurate, compliant, and professional suitability reports * Conduct detailed research across pensions, investments, protection, and wider financial planning solutions * Support advisers with technical analysis and case preparation * Ensure all work aligns with regulatory requirements and internal procedures * Maintain accurate and up-to-date client records * Liaise with providers and internal departments as required * Develop a thorough understanding of advice processes and client journeys * Progress technical knowledge and competency under the supervision of the Technical Team Leader This position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner. About YouEssential Experience & Skills * Minimum 3 years continuous experience within a Financial Planning firm * Exposure to paraplanner responsibilities or technical support work * Currently working towards the Regulated Diploma in Financial Planning (Level 4) * Ideally 12 CII R0 exams already achieved * Good understanding of the UK financial regulatory framework * Strong written and verbal communication skills * Proficient in Microsoft Outlook, Word, Excel, and PowerPoint * Excellent attention to detail * Strong organisational skills with the ability to prioritise effectively * A collaborative and professional approach * Comfortable working in a fast-paced environment * Open to feedback and committed to developing into a successful paraplanner Desirable * Regulated Diploma in Financial Planning (Level 4) * Strong analytical and technical thinking skills * Ability to assess information from multiple perspectives * Confidence handling detailed and technical information Career Development This role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner. How to Apply If you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you. Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities. Due to the high volume of applications, we can only respond to successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion. JBRP1_UKTJ

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.This is an excellent opportunity to become part of a dynamic team at an exciting stage of development.Over the next five years, there will be sig

With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level.

The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. An opportunity has become available for a Paraplanner to joi

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: • Meet potential new clients to ascertain their current and future financial planning needs, • Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures, • Introduce clients to the wider support team of the business, • Maintain the existing HNW client book and retain excisting clients, • Building and maintaining a strong network of professional connections, • Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications

Location: Leeds Employment Type: Permanent / Full-time About the Role This is an excellent opportunity for someone looking to start their career in financial planning and paraplanning. As a Trainee Paraplanner, you will support a team of Financial Advisers by assisting with research, report writing, client administration and compliance. This role is designed for individuals who are motivated to learn, develop technical expertise and work towards recognised industry qualifications. Key Responsibilities Technical Support Assist in preparing suitability reports and personalised financial plans. Use cashflow modelling tools to demonstrate client outcomes. Research financial products including pensions, investments, protection policies and tax‑efficient solutions. Support the analysis of client data to help formulate recommendations.Client Administration Gather and organise client information from fact‑finds and documentation. Liaise with providers, platforms and pension companies to obtain policy details. Maintain accurate client records on Intelligent Office. Prepare valuations and documentation for client review meetings.Compliance & Documentation Ensure all client files meet regulatory and internal compliance standards. Assist with file checks as part of the training programme. Support advisers in ensuring all recommendations meet regulatory requirements.Team Collaboration Work closely with advisers, paraplanners and administrative colleagues. Participate in internal training, meetings and development sessions. Provide general support to the wider paraplanning function.Skills & Experience Essential Strong analytical and numerical skills. Excellent attention to detail. Clear written and verbal communication. Confident with Microsoft Office (Word, Excel, Outlook). Able to prioritise and manage workload effectively.Desirable Basic understanding of pensions, investments or financial planning. A genuine interest in working towards professional qualifications.Qualifications A degree in finance, business, accounting, financial planning or a related discipline; or 3 A‑Levels (ideally including Maths, Economics or Business); and 5 GCSEs including Maths and English. Willingness to work towards the Diploma in Regulated Financial Planning (full study support provided). A full UK driving licence.Personal Attributes Strong interest in wealth management and financial planning. Organised, methodical and proactive. Client‑focused with a professional manner. Motivated to learn and progress. Able to work independently and as part of a team.Development & Progression This role offers a clear development pathway towards becoming a qualified Paraplanner, with potential future progression into Senior Paraplanner or Financial Adviser positions. Full support is provided for training and professional qualifications, alongside ongoing career development

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Paraplanner (Wealth Management). Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service.

Paraplanner (Progression to Financial Advisor). Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser.

Paraplanner (Work Life Balance). Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?.

PARAPLANNER full or part time considered.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the C.

Office based, with occasional remote working.Holidays: 30 plus stats and Xmas closure.Pension: 8% company contribution.Must have some experience in paraplanning.Possess sound technical knowledge in pensions, investments, tax and general financial planning.Proficient with financial planning software,

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing hig.

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the

Specialist Recruiters in Financial Services.Trowbridge, Wiltshire (Hybrid part office-based, part home working).This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e.

Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.