Phoenix Talent Partners
Paraplanner
Paraplanner at Phoenix Talent Partners, based in Leeds, Yorkshire and Humberside, paying £40,000 - £45,000 per annum. This is a permanent role with hybrid working.
- Pay
- £40,000 - £45,000 per annum
- Hours and contract
- Permanent · Hybrid
- Location
- Leeds, Yorkshire and Humberside
- Closing date
- Sector
- Finance & Accounting
24% below the typical rate for finance & accounting
Reference 57466293
About the role
PARAPLANNER | LEEDS / HYBRID | CAREER PATHWAY
Phoenix Talent Partners is exclusively representing a growing Financial Planning business looking for a Paraplanner to join its team.
This is a fast-paced, professional services environment where you’ll work closely with Advisers, Compliance and Sales Support — so if you’re all about pensions and investments, organised and have a great eye for detail, this could be a fantastic opportunity.
THE ROLE
- You’ll support Advisers across their caseload, helping to ensure cases progress efficiently and to a high standard.
- Prepare suitability reports and client documentation
- Provide technical paraplanning support to Advisers
- Manage a busy workload and competing priorities
- Work closely with Compliance and Sales Support
- Ensure accuracy, quality and regulatory standards are maintained
- Build strong relationships across the wider team
ABOUT YOU
We're looking for someone with around 2–3 years’ Paraplanning experience.
You don't need extensive experience — we're interested in someone who has:
- Strong technical financial planning knowledge
- Excellent attention to detail
- The ability to work under your own steam
- Good organisation and time management
- A collaborative, team-focused approach
- Experience of planning and research tools and FP systems
Working towards their Diploma in Regulated Financial Planning
STUDY SUPPORT PROVIDED
The business will provide study support to help you complete your Diploma, supporting your longer-term development within financial planning.
THE CAREER OPPORTUNITY
There is a genuine pathway into Financial Advice or technical roles for the right person.
The business is prepared to support your development, with the potential to progress towards an Adviser role after approximately 18–24 months, subject to development, performance and qualifications.
Strong team bond
Excellent collaboration
Great culture
Study support
Real career development
Leeds / Hybrid
Interested? Get in touch for a confidential conversation.
Exclusively represented by Phoenix Talent Partners.
#Paraplanner #FinancialPlanning #IFA #WealthManagement #FinancialServices #FinancialAdvice #Paraplanning #CareerDevelopment #LeedsJobs #HybridWorking #StudySupport #PhoenixTalentPartners
Reference: 57466293 · Posted 48 minutes ago · Closes 27 Nov 2026 · Listed via Phoenix Talent Partners
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