Senior Paraplanner – Advanced Financial Planning

Redmayne Bentley LLP; Leeds; On-site; GBP 36,000 - 48,000; Full time

Job summary

Redmayne Bentley LLP in Leeds is seeking an experienced Paraplanner to join our Financial Planning team, bringing strong technical knowledge to support our planners and handle complex queries.

You will contribute to client service excellence by delivering detailed analysis and robust recommendations, while working collaboratively in a close-knit firm.

This role offers the opportunity to grow within a supportive environment that values professional development and wellbeing.

Qualifications

• Holds at least the Level 4 Diploma in Financial Planning.
• At least 3 years of work experience at Paraplanner level or higher.
• Strong technical knowledge across all areas of Financial Planning.
• Experience using financial services tools (Intelligent Office, Voyant, FE Analytics).
• Good awareness of Consumer Duty and relevant regulations.

Responsibilities

• Provide detailed analysis and technical support to Financial Planners.
• Handle complex client queries as the team grows.
• Take on increasing responsibilities within the department.

Skills

Adaptable

Client Focused

Collaborative

IT Proficient

Critical Thinker

Detail-Oriented

Organised & Reliable

Professional Communication

Resilient

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Voyant

FE Analytics

Job description

Redmayne Bentley LLP in Leeds is seeking an experienced Paraplanner to join our Financial Planning team, bringing strong technical knowledge to support our planners and handle complex queries.

You will contribute to client service excellence by delivering detailed analysis and robust recommendations, while working collaboratively in a close-knit firm.

This role offers the opportunity to grow within a supportive environment that values professional development and wellbeing.