Senior Paraplanner - Hybrid Wealth Planning Specialist

FindCore; Leeds; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Pension contribution

Death in service benefit

Private medical insurance

Discretionary bonus

23–24 days annual leave + bank hols

Professional examination support

Advanced Diploma and Chartered status

Job summary

FindCore are assisting an established independent wealth management firm in recruiting a Senior Paraplanner for a permanent role based in our central Leeds office. Other roles exist in Harrogate and Boston Spa, with hybrid working after training.

You will produce accurate, compliant suitability reports, conduct technical research, and support client reviews while handling complex pensions, investments, and wider financial planning cases.

Qualifications

• Minimum of two years’ experience as a Paraplanner.
• Level 4 qualification preferred or working towards it.
• CII Diploma or equivalent including pension planning papers is preferred.

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct technical research across financial-planning products and solutions.
• Assist with 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 provider panels.
• Monitor provider recommendations and investment structures on an ongoing basis.
• Update standard reports, wording and advisory tools with the Technical team.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and introducers.
• Provide technical guidance and training to other team members.
• Ensure all documentation meets regulatory standards.
• Collaborate with Advisers and administrators to progress cases efficiently.

Skills

Analytical skills

Problem solving

Written communication

Excel

Organisation

Education

Level 4 qualification

CII Diploma or equivalent (pension papers)

Tools

Microsoft Excel

Job description

FindCore are assisting an established independent wealth management firm in recruiting a Senior Paraplanner for a permanent role based in our central Leeds office. Other roles exist in Harrogate and Boston Spa, with hybrid working after training.

You will produce accurate, compliant suitability reports, conduct technical research, and support client reviews while handling complex pensions, investments, and wider financial planning cases.