Paraplanner: AI-Driven Financial Planning Specialist in Leeds

Agile Independent Financial Advice Ltd in Leeds is seeking a Paraplanner to join our close-knit team. You will turn client conversations into rigorous research, prepare suitability reports, and ensure every document is accurate, compliant, and tailored to each life, not just numbers.

You will work across pensions, investments, protection, and tax planning, using Voyant, CashCalc and Intelliflo, with a strong emphasis on FCA standards and accurate cashflow modelling.