Junior Paraplanner

Benefits and Package

• Starting salary £30,000 – £35,000 depending on experience and exam progress
• Generous bonus awarded to existing team members
• Pension contribution
• Disability insurance (x4)
• Exam support
• 25 days holiday plus extra 2-3 days during Christmas break
• Primary work location: Leeds office with one day per week remote work flexibility

Responsibilities

• Collaborate with the firm’s two planners who advise clients with £1m+ in assets
• Manage client contact and participate in cash flow modelling and lifestyle financial planning
• Progress within the organization as a paraplanner, with potential for future advancement into advisory roles

Qualifications

• Approximately 12 months paraplanning experience is desirable, though not essential
• Experience in an admin-focused role with exposure to reports, research or technical work is acceptable
• Demonstrated willingness and capacity to learn quickly
• Aspirations to achieve Level 4 and beyond, with commitment to developing skills over time

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