Senior Paraplanner – Hybrid (Leeds)

About the role

FindCore is recruiting a Senior Paraplanner for an established independent wealth‑management firm in Leeds. The role starts office‑based during training and moves to a hybrid model once fully settled. Reporting to the Managing Director, you will provide technical support for the firm’s financial‑planning activities.

Key responsibilities

• Produce accurate, compliant suitability reports within agreed timescales.
• Conduct detailed technical research on financial‑planning products and solutions.
• Assist in preparing client portfolio reviews and cash‑flow models.
• Respond to technical queries from advisers and clients.
• Support advisers with complex pensions, investments and broader financial‑planning cases.
• Maintain and update the firm’s preferred provider panels and monitor recommended products.
• Work with the Technical team to refresh standard reports, recommendation wording and advisory tools.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Provide technical guidance and training to team members.

Required profile

• Minimum three years’ experience as a Paraplanner or in a comparable technical financial‑services role.
• Comprehensive experience dealing with pensions (essential).
• Strong knowledge of investments, retirement planning and wider financial‑planning solutions.
• Minimum CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification.
• Relevant pension‑planning examinations completed.
• Commitment to progress towards the CII Advanced Diploma and Chartered Financial Planner status.

Required skills

• CII Level 4 Diploma in Regulated Financial Planning.
• Relevant pension‑planning examinations.

What we offer

• Fully negotiable salary (£40,000‑£55,000) plus discretionary bonus.
• Private medical insurance and additional benefits.
• Hybrid working model after training period.