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, volume-based environment where you’ll work closely with Advisers, Compliance and Sales Support — so if you’re technically strong, organised and have a great eye for detail, this could be a fantastic opportunity.
THE ROLE
You’ll support Advisers across a busy 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 at pace and manage volume
Good organisation and time management
A collaborative, team-focused approach
Working towards their Diploma in Regulated Financial Planning
The ambition to develop their career
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 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.
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Contact Details:
Phoenix Talent Partners Careers Recruitment Team
