Senior Paraplanner — Bespoke Financial Planning, Leeds

Capio Recruitment; Leeds; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

25 days holiday (rising annually)

Enhanced pension contributions

Private Health Insurance

4x death in service

Job summary

A financial planning firm in Leeds seeks a Mid-Senior level professional to support tailored financial planning strategies in a full-time role. The position emphasizes client relationships, requiring experience in paraplanning and a solid understanding of financial principles. Key responsibilities include preparing reports, conducting research, and ensuring seamless investment delivery. Relevant qualifications like DipPFS are desirable. Competitive salary and benefits include holidays and enhanced pension contributions.

Qualifications

• Experience in a paraplanning or technical support role within financial planning.
• Solid understanding of financial planning principles, products and strategies.
• Commitment to client-first advice and a relationship-led service model.

Responsibilities

• Prepare suitability reports and planning documents to support tailored advice.
• Conduct financial and investment research to inform client strategies.
• Liaise with clients and advisers to maintain long-term relationships.
• Work closely with the portfolio service for seamless investment delivery.

Skills

Experience in paraplanning or technical support

Solid understanding of financial planning principles

Commitment to client-first advice

Relationship management skills

Education

Relevant qualifications (e.g. DipPFS)

Job description

A financial planning firm in Leeds seeks a Mid-Senior level professional to support tailored financial planning strategies in a full-time role. The position emphasizes client relationships, requiring experience in paraplanning and a solid understanding of financial principles. Key responsibilities include preparing reports, conducting research, and ensuring seamless investment delivery. Relevant qualifications like DipPFS are desirable. Competitive salary and benefits include holidays and enhanced pension contributions.