Paraplanner / Senior Paraplanner

FindCore; Leeds; Hybrid; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Employer pension contribution

Death-in-service benefit

Discretionary bonus

Vitality private medical insurance

Professional examination support

Job summary

FindCore in Leeds is seeking an experienced Paraplanner for a permanent role. The position is based in the central Leeds office with hybrid working after an initial office-based training period.

You will prepare robust suitability reports, conduct technical research, and support client reviews and advisers with pensions and investments. The role requires solid paraplanning experience and ongoing professional development support.

Qualifications

• Two years’ experience as a Paraplanner is required.
• Level 4 qualification preferred (or be working towards it).
• CII Diploma or equivalent including pension planning papers preferred.

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with client portfolio reviews and respond to technical queries from clients and advisers.
• Produce client cash-flow models and support advisers with pensions, investments and wider planning cases.
• Maintain up-to-date technical knowledge and help update reports, wording and advisory tools.

Job description

About the Role

Permanent position. This role will be based in the company’s central Leeds office.

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with the preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm’s preferred provider panels.
• Monitor recommended providers, products and investment structures on an ongoing basis.
• Work with the Technical team to update standard reports, recommendation wording and advisory tools.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and professional introducers.
• Provide technical guidance and training to other members of the team.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

Qualifications

• Minimum of two years’ experience working as a Paraplanner.
• Level 4 qualified preferred, will consider working towards level if sufficient experience.
• Minimum CII Diploma or equivalent including pension planning papers is preferred.

Required Skills

• Excellent analytical and problem-solving abilities.
• Strong written communication skills with excellent attention to detail.
• Ability to interpret complex technical information and communicate it clearly.
• Competent using Microsoft Excel to an intermediate level.
• Strong organisational skills with the ability to manage competing deadlines.

Preferred Skills

None specified.

Pay range and compensation package

• Fully negotiable salary based on experience and capabilities.
• Hybrid working following the initial office-based training period.
• Employer pension contribution.
• Death-in-service benefit of four times annual salary.
• 24 days’ annual leave plus bank holidays.
• Discretionary bonus.
• Vitality private medical insurance.
• Professional examination support and technical training.
• Support towards the Advanced Diploma and Chartered Financial Planner status.
• Senior position reporting directly to the Managing Director.
• Opportunity to influence the firm’s technical processes, provider panels and advice standards.
• Supportive and experienced wealth-management team.
• Central Leeds office location.