Leeds Paraplanner – Growth, Impact & Flexible Work

Armstrong-Watson; Leeds; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Pension scheme

Life cover

Income protection

Annual leave

Smart working

Health plan

Employee assistance program

CPD support

Membership fees

Job summary

Armstrong Watson in Leeds is seeking a Paraplanner to join the Financial Planning team. The role focuses on delivering technical and advisory support to Consultants and Assistants, including research, fact-find quality, and processing new business.

You will contribute to maintaining high standards, developing your technical knowledge, and supporting colleagues in a fast-paced environment. A Level 4 Diploma and prior paraplanning experience are preferred, with a UK driving licence desirable.

Qualifications

• A Level 4 Diploma in Financial Planning (minimum)
• Paraplanning experience; 5+ years desirable
• Knowledge of Conduct of Business (COBS)
• Knowledge of Code of Conduct (COCON)
• Knowledge of FCA Money Laundering SYSC
• General knowledge of Accountancy services (Audit, Tax, Insolvency, Corporate Finance, VAT)
• Excellent communication skills, written and verbal
• Ability to work in a fast-paced environment
• Team player willing to support colleagues
• General IT skills and attention to detail
• Full UK Driving Licence desirable

Responsibilities

• Conduct research to produce advice for clients
• Compile suitability letters based on advice
• Process new business
• Provide feedback to Financial Planning Consultants on fact find quality
• Support development of team knowledge and capability
• Maintain and develop personal technical knowledge

Skills

Excellent communication

Team player

Prioritisation

Attention to detail

General IT skills

Driving licence

Education

Level 4 Diploma in Financial Planning

Job description

Armstrong Watson in Leeds is seeking a Paraplanner to join the Financial Planning team. The role focuses on delivering technical and advisory support to Consultants and Assistants, including research, fact-find quality, and processing new business.

You will contribute to maintaining high standards, developing your technical knowledge, and supporting colleagues in a fast-paced environment. A Level 4 Diploma and prior paraplanning experience are preferred, with a UK driving licence desirable.