Paraplanner

Eden Rose; Leeds; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Employer pension contribution

Private medical insurance

Discretionary annual bonus

Full exam support and funding

Ongoing professional development and培训

Job summary

Eden Rose in Leeds is seeking a Senior Paraplanner to join its wealth management team. You will produce high-quality financial planning reports, carry out technical research, and support adviser client reviews.

You'll work closely with the MD and advisers, shaping best practices and providing expert technical guidance across a wide range of advice areas. The role offers study support and ongoing professional development.

Qualifications

• Minimum 3 years' experience in a Paraplanning role within financial services.
• Strong technical knowledge across pensions, investments and financial planning.
• Experience using cashflow modelling software.
• Intermediate to advanced Excel skills.
• Excellent written communication and report writing abilities.
• Desire to continue studying towards Chartered Financial Planner status.

Responsibilities

• Produce accurate, compliant, and client-focused suitability reports.
• Carry out technical research across pensions, investments, protection, and retirement planning.
• Assist with the production of client portfolio reviews.
• Build and maintain detailed cashflow planning models.
• Respond to technical queries from advisers and clients.
• Support ongoing review of preferred provider and investment panels.
• Assist in the development and maintenance of report templates, tools, and technical resources.
• Help deliver technical training and support to colleagues across the business.
• Produce technical updates and market bulletins for clients and professional introducers.

Skills

Paraplanning experience

Cashflow modelling

Excel

Report writing

Chartered progression

Tools

Cashflow modelling software

Job description

Salary: £45,000 to £50,000 + Bonus + Excellent Benefits

Are you an experienced Paraplanner looking to take the next step in your career with a highly respected financial planning firm?

We're partnering with a well established and growing wealth management business in Leeds that is seeking a Senior Paraplanner to join its technical team. This is an excellent opportunity for a technically strong individual who enjoys complex financial planning work and wants to play a key role in supporting advisers and shaping best practice across the business.

The Opportunity

Working closely with the Managing Director and Financial Advisers, you'll be responsible for producing high-quality financial planning reports, carrying out technical research, supporting client review processes, and providing expert technical guidance across a wide range of advice areas.

This role offers genuine career development, ongoing study support, and the opportunity to work within a collaborative and professional environment that values technical excellence.

Key Responsibilities

• Produce accurate, compliant, and client-focused suitability reports.
• Carry out technical research across pensions, investments, protection, and retirement planning.
• Assist with the production of client portfolio reviews.
• Build and maintain detailed cashflow planning models.
• Respond to technical queries from advisers and clients.
• Support the ongoing review of preferred provider and investment panels.
• Assist in the development and maintenance of report templates, tools, and technical resources.
• Help deliver technical training and support to colleagues across the business.
• Produce technical updates and market bulletins for clients and professional introducers.

About You

To be successful in this role, you'll have:

Minimum 3 years' experience in a Paraplanning position within financial services.

Strong technical knowledge across pensions, investments and financial planning.

Experience using cashflow modelling software.

Intermediate to advanced Excel skills.

Excellent written communication and report writing abilities.

A desire to continue studying towards Chartered Financial Planner status.

What's on Offer?

Salary will be tailored to reflect your experience, qualifications and technical capability.

Benefits Package

• Employer pension contribution
• Vitality Private Medical Insurance
• Death in Service cover (4x salary)
• 24 days annual leave plus bank holidays
• Discretionary annual bonus
• Full exam support and funding
• Ongoing professional development and training

Why Apply?

This is an outstanding opportunity for an ambitious Senior Paraplanner seeking a role where their technical expertise will be genuinely valued. You'll join a business that actively invests in employee development, supports Chartered progression, and provides the resources needed to deliver exceptional financial planning outcomes.

Interested in learning more? We'd love to have a confidential conversation.