Paraplanner

TFAS Wealth Limited; Leeds; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

4pm finish every Friday

Annual performance-related Company and

salary review

5% Employer pension contribution

4x salary Death in Service cover

24/7 Employee Assistance Programme

CPD support and study assistance

Team & social events

Free mortgage advice

Job summary

TFAS Wealth Limited is seeking an experienced Paraplanner to join our Wealth team in Leeds. You will research, challenge and shape client recommendations, working closely with Financial Advisers to produce compliant advice across pensions and investments.

The role is 37.5 hours weekly, typically Monday–Friday with a 4pm finish on Fridays, offering hybrid work with at least 3 office days per week and a company bonus. Expect a strong focus on technical paraplanning and client outcomes.

Qualifications

• Analytical thinking to turn client data into clear research
• Excellent written reports and evidence-based recommendations
• Strong research skills across pensions and investments
• Attention to detail and regulatory compliance
• Ability to manage multiple cases and deadlines
• Experience with industry tools: Intelliflo, Defaqto, FE Analytics

Responsibilities

• Analyse client circumstances and adviser discussions to research suitable products and solutions
• Prepare high-quality suitability reports across pensions, investments, retirement and protection
• Support pensions and investment planning including drawdown and retirement strategies
• Provide technical support to Financial Advisers and colleagues
• Review client data and documentation to ensure completeness before finalising advice
• Maintain case records and use Intelliflo, Defaqto and FE Analytics effectively
• Communicate with advisers and clients to progress cases
• Ensure compliance with regulatory standards and internal processes
• Keep up to date with product, tax and regulatory changes
• Collaborate with advisers and administrators to ensure a smooth client journey
• Manage paraplanning workload and meet KPIs and SLAs
• Develop knowledge through CPD and professional development

Skills

Analytical thinking

Written communication

Research skills

Attention to detail

Organisation skills

Education

Level 4 Diploma in Financial Planning or equivalent

Tools

Intelliflo

Defaqto

FE Analytics

Job description

Join an award-winning wealth management business at TFAS Wealth, where we believe financial advice should be straightforward, personal and built around long-term relationships. Recognised as Financial Advisory Firm of the Year 2026 at the Wealth and Asset Management Awards, we're proud of the high standards of fully independent financial advice we provide to clients across the UK year on year.

About the Role

We're looking for an experienced Paraplanner to join our Wealth team and play a key role in turning high-quality financial planning into clear, well-researched and compliant advice. This is an opportunity for someone who enjoys the technical side of financial planning, takes pride in producing excellent work and wants to be trusted to research, challenge and help shape suitable client recommendations. You'll work closely with our Financial Advisers and wider support team across a broad range of advice areas, with pensions and investments forming a significant part of the role.

37.5 hours per week, typically worked Monday - Friday 9:00am - 5:30pm (4pm Friday finish).

Pay and Benefits

£35,000 - £40,000 (depending on experience and qualifications).

Hybrid working options, minimum of 3 office days per week.

• 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• Buying and selling annual leave scheme (up to 5 additional days)
• 4pm finish every Friday
• Annual performance-related Company bonus and salary review
• 5% Employer pension contribution
• 4x salary Death in Service cover
• 24/7 access to our Employee Assistance Programme
• Support for continuous professional development and further study
• Regular team and social events
• Free mortgage advice

Responsibilities

• Research and Recommendation: Analyse client circumstances, objectives, existing arrangements and adviser discussions to carry out appropriate product, platform, fund and solution research and help formulate suitable recommendations for adviser review.
• Suitability Report Writing: Prepare clear, accurate and high-quality suitability reports across pensions, investments, retirement planning, protection, IHT and estate planning, trusts and other relevant advice areas, including new business and ongoing advice.
• Pensions and Investments: Support a broad range of pension accumulation and decumulation advice, investment planning, consolidation, drawdown and retirement strategies, applying strong technical knowledge and appropriate research.
• Technical Support: Act as a knowledgeable technical resource for Financial Advisers and colleagues, helping to answer technical queries, explain research and recommendations, and identify when specialist or further technical input is required.
• Client Information and Case Review: Review fact finds, existing plan information and supporting documentation, identify gaps or inconsistencies and ensure sufficient information is available before advice is finalised.
• Systems and Research Tools: Maintain accurate case records and supporting documentation on Intelliflo and use systems including Defaqto and FE Analytics effectively as part of the research and report-writing process.
• Client Contact: Work primarily through the adviser relationship, while communicating directly with clients where appropriate to obtain clarification or information needed to progress a case.
• Quality and Compliance: Ensure recommendations, reports and supporting documentation are clear, accurate, evidence-based and completed in line with regulatory requirements, internal standards and agreed quality expectations.
• Case Ownership and Service Standards: Manage a varied paraplanning workload, prioritising effectively, meeting agreed KPIs and SLAs, and keeping advisers updated on progress, outstanding requirements and potential delays.
• Knowledge and Development: Keep up to date with relevant product, tax, technical, legislative and regulatory developments and apply changes appropriately to client work.
• Collaboration: Work closely with Financial Advisers, administrators and colleagues across the business to support an efficient, joined-up client journey and consistently high standards of service.

Qualifications

• Essential: Working towards a Level 4 Diploma in Financial Planning or equivalent.
• Desirable: Level 4 Diploma in Financial Planning or equivalent. Relevant additional CII or specialist technical qualifications.
• 3+ years’ paraplanning experience within an IFA, financial planning or financial advice environment.
• Strong pensions and investment experience, including retirement planning, accumulation and decumulation, alongside a good understanding of wider retail financial products.
• Proven experience carrying out product, platform and fund research and helping formulate suitable recommendations.
• Experience preparing full suitability reports for new business and ongoing advice across a range of client needs.
• Strong regulatory knowledge, sound technical judgement and experience independently managing a paraplanning caseload to agreed quality standards and deadlines.
• Experience using Intelliflo, Defaqto and FE Analytics.
• Exposure to more complex retirement, tax, trust, estate-planning or investment cases.
• Experience providing technical support to Financial Advisers or other members of an advice team.

Required Skills

• Excellent written communication and report-writing skills.
• Strong analytical and research skills, with the confidence to challenge or query where something does not look right.
• Exceptional attention to detail and a strong focus on quality and accuracy.
• Excellent organisation and prioritisation skills, with the ability to manage multiple cases and deadlines independently.
• Confident communicating with advisers, colleagues, providers and, where necessary, clients; technologically capable and comfortable learning financial planning systems.
• A proactive, positive and collaborative approach with good commercial awareness.