Paraplanner

Paraplanner – Chartered Boutique Firm – Leeds – £40,000-£45,0000 Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative, giving you close access to advisers, paraplanners and client support specialists, meaning you’re never siloed and always supported.

The firm embraces modern technology, using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You’ll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes.

With a HNW client base, complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners. Role Overview You’ll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning. Key Responsibilities

Research & analysis across all advice areas

Preparing suitability reports (AI-supported templates)

Product & provider comparisons

Cashflow modelling

Liaising with providers & maintaining compliant records

Pre/post-sale admin where needed

Improving paraplanning processes & templates

Requirements

Paraplanning experience

Strong technical knowledge (pensions, investments, protection, tax)

Excellent report writing & attention to detail

Confident with planning software (Voyant, CashCalc, Intelliflo)

Good FCA/regulatory understanding

Strong communication & organisational skills

Nice to have: Level 4 Diploma or working towards it

Benefits

Competitive salary

Study support & CPD

Collaborative, modern team

25 days holiday

Clear progression within a Chartered environment

Interested? If this role sounds of interest, apply now, or if you’re exploring other opportunities within wealth management, apply now and let’s have a chat.