Paraplanner

New Today

Paraplanner

Learn more about the general tasks related to this opportunity below, as well as required skills.
Leeds (Hybrid – 2 days from home)
Up to £50,000 basic salary + bonus
Monday to Friday - Core office hours
Excellent company benefits
Outsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds.
This is an excellent opportunity to become part of a dynamic team at an exciting stage of development. Over the next five years, there will be significant opportunities for individuals who are eager to demonstrate their ability and progress their careers.
The Role
You will support a busy team of Financial Advisers in delivering a high-quality service that exceeds client expectations and enhances the firm's reputation.
Key Responsibilities

Manage client requests and tasks efficiently, ensuring a professional and positive client experience
Undertake complex client-specific analysis, including CGT assessments, IHT evaluations, and target funding calculations
Conduct technical research and prepare detailed suitability reports following client reviews
Support the administration team with technical queries to ensure smooth case progression
Carry out product research and technical comparisons using industry software
Maintain accurate records on back-office systems, tracking workflow and ongoing actions
Assist advisers in delivering comprehensive financial planning services
Ensure all client files and records meet FCA compliance standards
Adhere to internal compliance procedures and regulatory requirements, including Consumer Duty and Treating Customers Fairly principles

Skills & Experience

Minimum 2 years' experience in a Paraplanner role
Strong understanding of financial products and the advice process
Excellent analytical, research, and report-writing skills
High attention to detail with a focus on producing quality work
Strong communication skills and ability to build effective working relationships
Well-organised with the ability to manage multiple priorities
Self-motivated, resilient, and professional in approach
Working towards or holding a Level 4 Diploma in Financial Planning (desirable)
Commitment to ongoing CPD in line with industry and company standards

If you're an experienced Paraplanner looking to take the next step in a progressive Leeds-based firm, apply today.
Inclusion Statement:
Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age.
We're proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. xbpsjku We're here to support you every step of the way.
We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences.

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Location:: Leeds
Job Type:: FullTime
Category:: Banking And Financial Services

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