Taylor James Professional Recruitment
Paraplanner
Paraplanner at Taylor James Professional Recruitment, based in Leeds, Yorkshire and Humberside, paying £40,000 - £55,000 per annum. This is a permanent role.
- Pay
- £40,000 - £55,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Leeds, Yorkshire and Humberside
- Closing date
- Sector
- Finance & Accounting
15% below the typical rate for finance & accounting
Reference 57480334
About the role
Our client, an award winning firm of financial planners based in Leeds, is looking to appoint an experienced Paraplanner to join their team on a permanent basis.
Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients.
The Role
- Prepare and tailor high-quality suitability reports based on adviser recommendations
- Conduct in-depth research across a range of financial products to support appropriate client outcomes
- Produce compliant, well-structured suitability letters
- Support advisers in delivering bespoke financial planning strategies
The Candidate
- Level 4 Diploma qualified (or nearing completion) – essential
- Experience working with High Net Worth clients – desirable
- Strong technical knowledge across core areas of financial planning
- Commercially aware with excellent attention to detail
- Reliable, professional, and highly organised with strong interpersonal skills
Salary & Benefits
This role offers a competitive salary of £40,000–£55,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package.
Reference: 57480334 · Posted 1 week ago · Closes 2 Dec 2026 · Listed via Taylor James Professional Recruitment
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