Paraplanner

Capio Recruitment; Leeds; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

25 days holiday (rising annually)

Enhanced pension contributions

Private Health Insurance

4x death in service

Job summary

A financial planning firm in Leeds seeks a Mid-Senior level professional to support tailored financial planning strategies in a full-time role. The position emphasizes client relationships, requiring experience in paraplanning and a solid understanding of financial principles. Key responsibilities include preparing reports, conducting research, and ensuring seamless investment delivery. Relevant qualifications like DipPFS are desirable. Competitive salary and benefits include holidays and enhanced pension contributions.

Qualifications

• Experience in a paraplanning or technical support role within financial planning.
• Solid understanding of financial planning principles, products and strategies.
• Commitment to client-first advice and a relationship-led service model.
• Working towards or holding relevant qualifications (e.g. DipPFS) is desirable.

Responsibilities

• Prepare suitability reports and planning documents to support tailored advice.
• Conduct financial and investment research to inform client strategies.
• Liaise with clients and advisers to maintain long-term relationships.
• Work closely with the portfolio service for seamless investment delivery.

Skills

Experience in paraplanning or technical support

Solid understanding of financial planning principles

Commitment to client-first advice

Relationship management skills

Education

Relevant qualifications (e.g. DipPFS)

Job description

Salary: Competitive, dependent on experience

Benefits:

• 25 days holiday (rising annually)
• Enhanced pension contributions
• Privatevq Health Insurance (PHI)
• 4x death in service (4xDIS)

About the Company:

This is a Chartered financial planning firm based in Leeds, known for delivering bespoke, specialist financial advice to high-net-worth clients. The team takes a relationship-led approach and avoids transactional or volume-based models. With a discreet presence in the market, they prioritise client outcomes over marketing noise, and operate with integrity, professionalism, and consistency. They also have a unique partnership with a global investment provider, offering a bespoke portfolio service not available elsewhere in the UK.

Role Summary:

You’ll join a close-knit, experienced team that values high standards and long-term client relationships. Based in their Leeds city centre office full-time, this role supports the delivery of tailored financial planning strategies. There is also a clear pathway for those looking to progress into an advisory role, with internal development encouraged and supported.

Key Responsibilities:

• Prepare suitability reports and planning documents to support tailored, compliant advice
• Conduct financial and investment research to inform bespoke client strategies
• Liaise with clients and advisers to maintain trusted, long-term relationships
• Work closely with the in‑house portfolio service to ensure seamless investment delivery

Requirements:

• Experience in a paraplanning or technical support role within financial planning
• Solid understanding of financial planning principles, products and strategies
• Commitment to client‑first advice and a relationship‑led service model
• Working towards or holding relevant qualifications (e.g. DipPFS) is desirable

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Finance