Senior Paraplanner - Financial Planning Specialist

FindCore; Leeds; On-site; GBP 42,000 - 70,000; Full time

Benefits offered by this job

Employer pension contribution

Discretionary bonus

Vitality private medical insurance

Death-in-service benefit

Job summary

FindCore are recruiting a Senior Paraplanner for a permanent role based in our Leeds office. The role involves producing accurate suitability reports, conducting detailed technical research, and preparing client portfolio reviews.

You will support advisers with pensions, investments, and wider financial-planning cases, maintain regulatory knowledge, and provide training to teammates, with salary negotiable based on experience and capabilities.

Qualifications

• Minimum of three years' experience as a Paraplanner or in a comparable technical financial-services role.
• Strong written communication with excellent attention to detail.
• Ability to interpret complex technical information and communicate it clearly.
• Competent using Microsoft Excel to an intermediate level.

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.
• 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.

Skills

Paraplanning

Financial services

Excel

Attention to detail

Organisation

Mentoring

Job description

FindCore are recruiting a Senior Paraplanner for a permanent role based in our Leeds office. The role involves producing accurate suitability reports, conducting detailed technical research, and preparing client portfolio reviews.

You will support advisers with pensions, investments, and wider financial-planning cases, maintain regulatory knowledge, and provide training to teammates, with salary negotiable based on experience and capabilities.