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
- 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.
- 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
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Paraplanner in Leeds employer: Phoenix Talent Partners
Join a dynamic and ambitious advisory team dedicated to providing bespoke financial solutions for High Net Worth and Ultra High Net Worth clients. With a strong emphasis on professional development, you will benefit from clear progression paths towards senior roles, alongside mentorship and funding for chartered qualifications. Our collaborative work culture fosters innovation and excellence, making it an exceptional place for those seeking meaningful and rewarding employment in the financial sector.
