Paraplanner

Location: Leeds city centre

£40,000 – £55,000 per annum (DOE + qualifications)

This is an excellent opportunity for a confident and technically strong paraplanner to take the next step in their career, joining a forward-thinking firm that genuinely values quality advice, collaboration, and professional development.

Paraplanner - What’s on offer?

• Competitive salary – top-end available for highly experienced/ chartered professionals
• Ongoing study support
• Discretionary bonus
• PMI
• Contributory pension

Paraplanner - The opportunity and key responsibilities

As a Paraplanner, you will provide technical support to a team of Financial Advisers and play a crucial part in shaping high-quality financial planning strategies, producing detailed reports, and contributing to continuous improvements across the team.
Paraplanner tasks will involve:

• Produce accurate, compliant client suitability reports within agreed timescales.
• Assist in the production of client portfolio reviews.
• Provide response to technical queries from clients.
• Production of cash flow models.
• Assisting with updating preferred provider panels. This will involve the ongoing research and monitoring of recommended structures and providers.
• Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
• Assisting in provision of training to other members of staff on all areas of advice.
• Producing technical bulletins to be sent to clients and introducers when appropriate.

Paraplanner - Skills and Experience Requirements

• Proven experience within the financial services industry, ideally within an IFA or wealth management environment as Paraplanner.
• Strong technical knowledge in pensions and investments, with excellent written and verbal communication skills.
• Holds the Level 4 Diploma in Financial Planning (or equivalent), or working towards chartered.

Paraplanner - To apply or find out more

Please contact Jenny at jenny @ tempestjones . com. All applications and enquiries will be handled in strictest confidence.