Paraplanner

Paraplanner

West Yorkshire - £35,000 - £45,000 + Bonus + Enhanced Pension - Office Based

Are you an experienced Paraplanner looking to join a well-established independent financial planning firm where quality advice comes before sales targets?

We're recruiting on behalf of a highly regarded wealth management business in West Yorkshire that is looking to strengthen its technical team with the addition of a knowledgeable and motivated Paraplanner.

This is an excellent opportunity to join a supportive, professional firm with a strong reputation within the financial planning sector. You'll work alongside experienced Financial Planners, providing technical support and helping deliver outstanding outcomes for clients.

The Role

Working closely with Advisers and Administrators, you'll be responsible for producing high-quality suitability reports, conducting technical research and ensuring recommendations are appropriate, compliant and tailored to clients' needs.

You will play a key part in the advice process, supporting a wide variety of client cases across pensions, investments, protection and retirement planning.

Key Responsibilities

• Preparing suitability reports and recommendation documents
• Conducting pension, investment and protection research
• Analysing client information and fact-finds
• Carrying out cashflow modelling and technical calculations
• Reviewing existing arrangements and identifying suitable solutions
• Liaising with product providers and third parties
• Maintaining accurate client records and documentation
• Supporting advisers throughout the client journey
• Ensuring all work complies with FCA regulations and internal standards

About You

To be successful in this role, you'll have:

• Previous Paraplanning experience within a Financial Planning or Wealth Management environment
• Strong technical knowledge of pensions and investments
• Excellent report-writing skills
• The ability to analyse information and provide well-researched recommendations
• Strong organisational skills and attention to detail
• Experience using financial planning and research software
• A thorough understanding of FCA regulations and compliance requirements

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent) preferred
• Candidates working towards Chartered status are encouraged to apply

Salary & Benefits

• £35,000 - £45,000 basic salary
• Annual discretionary bonus
• Enhanced employer pension contribution
• Generous holiday allowance
• Free parking
• Cycle to work scheme
• Employee discounts
• Sick pay
• Professional development support
• Friendly and collaborative team culture

Why Apply?

This role offers the opportunity to work for a genuinely supportive independent firm that values technical excellence, teamwork and long-term career development. The business prides itself on delivering high-quality financial planning advice without a sales-driven culture, making it ideal for an experienced Paraplanner who enjoys the technical side of the profession.

Location: West Yorkshire (Office Based)

Job Type: Full Time, Permanent

Apply today to find out more about this opportunity.