Paraplanner

Recruit Wealth Limited; West Yorkshire; Hybrid; GBP 38,000 - 42,500; Full time

Benefits offered by this job

Hybrid working

Birthday off

Bonus scheme

Study support for qualifications

Private pension

Life assurance

Eye-care cover

Job summary

Recruit Wealth Limited in Leeds is recruiting a Paraplanner to support Financial Planners in delivering high-quality financial planning solutions. You will produce detailed suitability reports and conduct product research as part of a collaborative team.

The ideal candidate has paraplanning experience, a diploma or equivalent qualification, and strong IT and analytical abilities to manage multiple client matters with accuracy and timeliness.

Qualifications

• Previous paraplanning experience in financial advice.
• Diploma qualification preferred.
• Experience with Intelligent Office is highly desirable.
• Strong analytical and research skills.
• Excellent attention to detail and organizational ability.
• Confidence to manage multiple priorities effectively.
• Outstanding communication and teamwork skills.
• Strong IT skills including Word, Excel and PowerPoint.

Responsibilities

• Producing high quality suitability reports.
• Conducting detailed research on financial products, providers and strategies.
• Supporting Financial Planners with client reviews and ongoing planning needs.
• Acting as a technical support contact for the financial planner and client queries.
• Submitting applications to providers and managing documentation.
• Maintaining accurate, compliant and well-presented client records.
• Ensuring all work is completed in line with FCA and internal compliance standards.

Skills

Analytical skills

Research skills

Attention to detail

Organizational ability

Communication skills

Teamwork

IT skills

MS Word

MS Excel

PowerPoint

Education

Diploma qualification

Tools

Intelligent Office

Job description

Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.

Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Leeds regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.

The Role

As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.

Your Responsibilities Will Include

• Producing high quality suitability reports
• Conducting detailed research on financial products, providers and strategies
• Supporting Financial Planners with client reviews and ongoing planning needs
• Acting as a technical support contact for the financial planner and client queries
• Submitting applications to providers and managing documentation
• Maintaining accurate, compliant and well-presented client records
• Ensuring all work is completed in line with FCA and internal compliance standards

About You

You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.

Ideally You Will Have

• Previous paraplanning experience with financial advice
• Ideally Diploma qualified
• Experience with Intelligent Office, highly desirable
• Strong analytical and research skills
• Excellent attention to detail and organisational ability
• The confidence to manage multiple priorities effectively
• Outstanding communication and teamwork skills
• Strong IT skills including Word, Excel and PowerPoint

What’s On Offer

This business is passionate about investing in its people and supporting long-term careers within financial planning.

Benefits Include

• 25 days holiday + bank holidays
• Option to purchase up to 5 additional days holiday
• Your birthday off
• Quarterly paraplanning bonus scheme
• Annual salary reviews
• Full study support for professional qualifications, CPD
• Adviser Academy and clear career progression pathways
• Staff recognition and annual awards
• Hybrid/flexible working
• Private pension
• Life assurance
• Corporate eye-care cover

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.

Location: Leeds, West Yorkshire - United Kingdom | Salary: £38000 - £42500 per year | Job type: Permanent | Posted: 13/07/2026