Paraplanner

Phoenix Talent Partners; Leeds; Hybrid; GBP 32,000 - 43,000; Full time

Benefits offered by this job

Study support

Career development

Hybrid Leeds

Job summary

Phoenix Talent Partners is exclusively representing a growing Financial Planning business seeking a Paraplanner to join its team in Leeds on a hybrid basis. In a fast-paced, volume-based environment you’ll prepare suitability reports, provide technical paraplanning support to Advisers, and manage a busy workload with accuracy and regulatory standards.

This role supports Diploma study with study help, offers a genuine pathway into Financial Advice, and potential progression to Adviser within

Qualifications

• 2–3 years paraplanning experience required.
• Strong technical financial planning knowledge.
• Excellent attention to detail.
• Ability to work at pace and manage volume.
• Good organisation and time management.
• Collaborative, team-focused approach.
• Working towards Diploma in Regulated Financial Planning.
• Ambition to develop career in financial planning.

Responsibilities

• Prepare suitability reports and client documentation.
• Provide technical paraplanning support to Advisers.
• Manage a busy workload and competing priorities.
• Work closely with Compliance and Sales Support.
• Ensure accuracy, quality and regulatory standards are maintained.
• Build strong relationships across the wider team.

Skills

Paraplanning experience

Technical financial planning

Attention to detail

Fast-paced çalışma

Organisation

Collaborative

Ambition

Education

Diploma in Regulated Financial Planning

Job description

PARAPLANNER LEEDS / HYBRID CAREER PATHWAY

Phoenix Talent Partners is exclusively representing a growing Financial Planning business looking for a Paraplanner to join its team.

This is a fast-paced, volume-based environment where you'll work closely with Advisers, Compliance and Sales Support - so if you're technically strong, organised and have a great eye for detail, this could be a fantastic opportunity.

THE ROLE

• Prepare suitability reports and client documentation
• Provide technical paraplanning support to Advisers
• Manage a busy workload and competing priorities
• Work closely with Compliance and Sales Support
• Ensure accuracy, quality and regulatory standards are maintained
• Build strong relationships across the wider team

ABOUT YOU

We're looking for someone with around 2-3 years' Paraplanning experience.

• Strong technical financial planning knowledge
• Excellent attention to detail
• The ability to work at pace and manage volume
• Good organisation and time management
• A collaborative, team-focused approach
• Working towards their Diploma in Regulated Financial Planning
• The ambition to develop their career

STUDY SUPPORT PROVIDED

The business will provide study support to help you complete your Diploma, supporting your longer-term development within financial planning.

THE CAREER OPPORTUNITY

There is a genuine pathway into Financial Advice for the right person.

The business is prepared to support your development, with the potential to progress towards an Adviser role after approximately 18-24 months, subject to development, performance and qualifications.

• Strong team bond
• Excellent collaboration
• Great culture
• Study support
• Real career development
• Leeds / Hybrid