Paraplanner
Paraplanner - Independent Financial Planning FirmLocation: LeedsSalary: Up to £40,000 + Bonus + Excellent BenefitsContract: Permanent, Full-TimeAre you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm where your expertise will genuinely make an impact?We''re recruiting on behalf of an established independent financial planning business with multiple regional offices and a reputation for delivering high-quality, personalised advice.If you''re passionate about technical financial planning, analytical by nature, and thrive in a collaborative environment-this could be the perfect next step.The RoleAs a Paraplanner, you''ll work closely with Financial Planners to support them in delivering exceptional client outcomes. This is a varied, technical role where you''ll be involved in everything from analysis and research to producing detailed reports and supporting the wider client journey.Your key responsibilities will include:Preparing high-quality, compliant suitability reportsConducting complex technical analysis (CGT, IHT, cashflow modelling, pensions and investments)Completing product and market research to support advice recommendationsSupporting advisers and administrators with technical queriesMaintaining accurate records within the back-office systemEnsuring compliance with FCA regulations, Consumer Duty and internal processesManaging workload effectively and contributing to an excellent client experienceAbout YouWe''re looking ..... full job details .....
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