At a Glance
- Tasks: Deliver exceptional financial advice and create impactful reports for clients.
- Company: Join Lloyds Wealth, a leader in accessible financial planning.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible working options.
- Other info: Collaborative culture with opportunities for professional development and autonomy.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Level 4 Diploma in financial planning and paraplanning experience required.
The predicted salary is between 38154 - 44502 £ per year.
Job Type: Permanent
Closing Date: 16/06/2026
Location: National Role
Salary: Dependent on experience; National: £38,154+. London: £44,502+.
About the Role
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people. As a valued member of our team, your focus as a Paraplanner is to deliver exceptional service to our clients. You enjoy helping individuals understand their financial planning recommendations and take pride in the accuracy of your work, knowing it makes a real difference. This role offers genuine autonomy to excel with plenty of space to take ownership. Our culture is built around trust and reward, empowering you to make impactful contributions. We’re committed to building meaningful, one‑to‑one client interactions, and your insight will play a key role in strengthening those relationships.
As our next Paraplanner, you’ll produce financial reports for the full range of products recommended by our Advisers. You will also conduct quality checks on your own reports and those of your colleagues to mitigate business risk, ensuring we meet all regulatory requirements. You will participate in continuous improvement activities to proactively manage the client experience, and your expertise will help set up our Financial Advisers for successful client conversations.
Day‑to‑Day Activities
- Ensuring that financial advice and reports satisfy internal and external regulatory requirements
- Responding to incoming enquiries, requests and instructions from internal or external clients
- Effective administration and carrying out regular designated procedures accurately and promptly
- Ensuring validation and correct input of information onto relevant systems
Skills And Experience Required
- Level 4 Diploma in financial planning
- Paraplanning experience: able to research and analyse client circumstances, build compliant financial plans, and draft clear, client‑ready suitability reports
- Technical proficiency across pensions, investments, protection and taxation principles, with the ability to apply them to complex client scenarios
- Regulatory awareness: confident working to FCA rules and company procedures; meticulous file‑checking and record‑keeping
- Collaboration & communication: able to partner with advisers and administrators, challenge constructively, and translate technical detail into plain English for clients
- Quality & ownership: track record of delivering accurate work to deadlines, prioritising effectively, and improving templates/processes
It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation. We understand not everyone will meet 100% of the requirements, but we encourage you to apply if you feel your skills are a good fit for this role.
Benefits
- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days
- Health & Wellbeing: Company‑paid Private Medical Insurance, Life Insurance, and Health Screening
- Company Pension Contribution: A matched pension contribution up to 15% of base pay
- Cash Allowance: Flexible allowance to spend on personal benefits, such as dental cover, paid sabbatical leave, gym membership, menopause support
- Bonus Opportunity: Dependent on individual and company performance (eligible after 3 months’ service)
- Financial Advice: Access to free financial advice to help secure your future
Flexible Working
We support flexible working to help you balance your lifestyle and business needs. Options include informal flexible hours, reduced hours, job‑sharing, work from home, and hybrid arrangements.
Compliance
We operate under the Senior Managers and Certification Regime as a solo‑regulated firm. If this role is classed as a Certified Role, you will be subject to enhanced vetting and will have additional conduct and regulatory duties, including annual fitness and proper certification.
Paraplanner in Leeds employer: Lloyds Wealth
Lloyds Wealth is an exceptional employer that prioritises the well-being and professional growth of its employees. With a culture built on trust and empowerment, Paraplanners enjoy autonomy in their roles while contributing to meaningful client interactions. The company offers generous benefits, including 30 days of annual leave, comprehensive health coverage, and flexible working arrangements, making it an attractive place for those seeking a rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and regulatory requirements. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, highlight your relevant experience and how it aligns with Lloyds Wealth's mission to improve financial advice. Show us why you're the perfect fit for the team!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that match the job description, especially your technical proficiency and regulatory awareness.
Showcase Your Attention to Detail:As a Paraplanner, accuracy is key! Use your application to demonstrate how you've delivered precise work in the past. Mention any quality checks or compliance measures you've implemented to ensure top-notch service.
Communicate Clearly:Remember, you’ll need to translate complex financial jargon into plain English for clients. Use your application to showcase your communication skills. Keep it clear, concise, and engaging!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Lloyds Wealth!
How to prepare for a job interview at Lloyds Wealth
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and taxation principles. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can handle complex client scenarios.
✨Showcase Your Attention to Detail
As a Paraplanner, accuracy is key. Be prepared to discuss how you've ensured compliance in your previous roles. Bring examples of reports you've produced and how you’ve conducted quality checks to mitigate risks. This will demonstrate your commitment to delivering precise work.
✨Communicate Clearly
You’ll need to translate technical jargon into plain English for clients. Practice explaining complex concepts simply and clearly. During the interview, use this skill to engage with your interviewers, showing them you can communicate effectively with both clients and colleagues.
✨Emphasise Collaboration
Highlight your experience working alongside advisers and administrators. Share examples of how you’ve partnered with others to improve processes or client experiences. This will show that you’re a team player who values collaboration, which is crucial in this role.
