Job Title: Senior Paraplanner
Industry: Financial Planning
Location: Leeds
Hybrid: 3 Office/2 Home
Salary: £45,000 – £60,000
Job Description
Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Leeds to join a leading and forward‑thinking wealth management team.
If you’re passionate about delivering high‑quality financial planning support and supporting colleagues then this is the company for you.
This role is a 3 month fixed term that is likely to be permanent and is available to candidates who can start immediately.
The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team.
What’s in it for you?
- Competitive salary of £45,000 – £60,000
- Senior role with responsibility for mentoring and coaching
- Exposure to complex client cases and a broad range of financial products
- Hybrid working
- Extensive benefits package
- Opportunities for career progression and professional development, including support towards Chartered status
- Collaborative team environment with involvement in process improvement initiatives
Skills and experience required
- Proven experience handling complex financial planning cases and producing suitability reports
- RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable)
- Strong numerical and analytical skills with exceptional attention to detail
- Demonstrated team leadership, collaboration, and coaching skills
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