Senior Paraplanner – Private Wealth, Leeds

mbf; Leeds; On-site; GBP 48,000 - 52,000; Full time

Benefits offered by this job

Employer pension

24 days leave

Discretionary bonus

Medical insurance

Exam support

Training & development

Varied client work

Job summary

MBF in Leeds is seeking an experienced Paraplanner to join a private wealth team. You will provide technical support across pensions, investments and other financial planning products, producing accurate suitability reports and client reviews.

The role is full-time and office-based in Leeds city centre. You should have at least three years of paraplanning experience, strong technical knowledge, and solid Excel skills; Level 4 Diploma preferred, with study support offered.

Qualifications

• At least three years of relevant Paraplanning experience.
• Currently in a full Paraplanning role.
• Strong technical knowledge, with pensions experience.
• Experience producing high-quality, compliant suitability reports.
• Excellent research, analytical and written communication skills.
• Comfortable with complex financial planning cases.
• Excel at least intermediate level.
• Level 4 Diploma preferred, or pursuing with demonstrated ability.

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Assist with the preparation of client portfolio reviews.
• Research pensions, investments and other financial planning products.
• Produce client cash flow models.
• Respond to technical queries from clients and colleagues.
• Monitor recommended providers, products and financial planning structures.
• Help maintain preferred provider panels.
• Update standard report wording, technical resources and internal planning tools.
• Support training and development of other team members.
• Produce technical updates for clients and introducers when appropriate.
• Work closely with Financial Advisers to deliver high-quality client service.

Skills

Paraplanning exp

Pensions experience

Excel (intermediate)

Research skills

Written communication

Team collaboration

Education

Level 4 Diploma (preferred)

Tools

Excel

Job description

MBF in Leeds is seeking an experienced Paraplanner to join a private wealth team. You will provide technical support across pensions, investments and other financial planning products, producing accurate suitability reports and client reviews.

The role is full-time and office-based in Leeds city centre. You should have at least three years of paraplanning experience, strong technical knowledge, and solid Excel skills; Level 4 Diploma preferred, with study support offered.