Paraplanner

Clayton Davies Ltd; Leeds; On-site; GBP 38,000 - 55,000; Full time

Job summary

Clayton Davies Ltd in Leeds is seeking an experienced Paraplanner to join its client-focused financial planning business. You will translate complex financial information into well-researched, compliant recommendations and support advisers across pensions, investments, retirement planning, protection, and estate planning.

The role emphasizes technical analysis, accuracy, and delivering high-quality outcomes for clients while maintaining regulatory standards.

Qualifications

• Minimum of 3 years' experience in paraplanning within financial planning, wealth management, or an IFA environment.
• Strong knowledge of pensions, investments and retirement planning solutions.
• Experience producing comprehensive suitability reports for diverse client needs.

Responsibilities

• Conduct research on products, platforms, funds, and planning strategies to support adviser recommendations.
• Produce detailed suitability reports covering pensions, investments, protection, retirement income, trusts and estate planning.
• Analyse client information and existing arrangements to identify suitable recommendations.
• Review fact-finds and documents, highlighting missing information or concerns.
• Maintain accurate case records using financial planning systems and research tools.
• Provide technical support by explaining research findings to advisers.
• Manage a varied workload of client cases, meeting deadlines and service standards.
• Keep up to date with industry developments, legislation, tax changes, and regulatory requirements.
• Collaborate with advisers, administrators, and wider teams to ensure an outstanding client experience.

Skills

Paraplanning

Financial planning

Report writing

Research & analysis

Tools

Financial planning software

Research tools

Job description

Our client is seeking an experienced Paraplanner to join a successful and client-focused financial planning business. This position is ideal for someone who enjoys the technical and analytical side of financial advice and wants to play a key role in delivering high-quality outcomes for clients.

Working closely with Financial Advisers and support colleagues, you'll transform complex financial planning information into well-researched, compliant, and client-friendly recommendations. You'll have the opportunity to contribute across a broad spectrum of advice areas, including pensions, investments, retirement strategies, protection planning, and estate planning.

Role & Responsibilities:

• Conduct research on products, providers, platforms, funds, and planning strategies to support adviser recommendations.
• Produce detailed and well-structured suitability reports covering pensions, investments, protection, retirement income planning, trusts, and estate planning.
• Analyse client information and existing arrangements to identify suitable recommendations and planning opportunities.
• Review fact-finds and supporting documentation, highlighting any missing information or potential concerns.
• Maintain accurate case records and supporting documentation using financial planning systems and research tools.
• Provide technical support to advisers by explaining research findings and helping resolve planning queries.
• Manage a varied workload of client cases, ensuring deadlines and service standards are consistently achieved.
• Keep up to date with industry developments, legislation, tax changes, and regulatory requirements.
• Collaborate with advisers, administrators, and wider teams to ensure an outstanding client experience.

Do you have the following to apply?

• Minimum of 3 years' experience in a paraplanning role within financial planning, wealth management, or an IFA environment.
• Strong knowledge of pensions, investments, and retirement planning solutions.
• Experience producing comprehensive suitability reports across a range of client needs.

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.