Job Description
Senior Paraplanner
Location: Leeds (Hybrid available after probation) Salary: Flexible (DOE) + Bonus + Benefits Job Type: Full-time, Permanent
About the Role
An established, independent financial planning firm is looking to appoint an experienced Senior Paraplanner to join its growing technical team.
This is a fantastic opportunity for a technically strong paraplanner who wants to play a more influential role - whether that's mentoring junior team members, shaping processes, or progressing towards an advisory position in the future.
You'll be working with high-quality clients on a holistic planning basis, supporting advisers with complex cases across pensions, investments and protection.
Key Responsibilities
- Writing high-quality suitability reports and financial planning documentation
- Producing and maintaining detailed cashflow models
- Supporting advisers with te...