Senior/Technical Paraplanner - Up to £50k - Hybrid

Job Title: Senior/Technical Paraplanner
Location: Hybrid - Leeds
Salary: Up to £50,000 per annum
Job Type: Full-Time, Permanent

An exciting opportunity has arisen for a highly experienced and technically skilled Senior/Technical Paraplanner to join a leading wealth management and financial planning organisation. This firm supports over 10,000 clients and manages in excess of £2 billion in assets, with a strong reputation for excellence and integrity across the UK.

As a Senior Paraplanner, you will play a vital role in supporting high-net-worth (HNW) and complex financial planning cases, working closely with senior advisers and leadership. This hybrid role offers the chance to work remotely with regular access to a modern Liverpool-based office and be part of a dynamic, supportive team.

• Conduct advanced financial analysis, including cash flow modelling, pension planning, estate and tax planning, and investment research

• Work on complex planning scenarios involving trusts, intergenerational wealth transfer, and inheritance tax

• Produce detailed, accurate, and compliant technical reports tailored to individual client needs

• Support and mentor other paraplanners, contributing to their technical development and training

• Liaise directly with financial advisers and external providers to ensure exceptional client outcomes

• Stay up to date with regulations and market trends, driving continuous improvement across the team

To be considered for this Paraplanner role, you will have:

• At least 2 years’ experience as a Paraplanner within a financial planning or wealth management environment

• Level 4 Diploma in Financial Planning (or equivalent); Chartered status or working towards it is advantageous

• Proven experience dealing with complex client cases, including pension transfers, tax planning, and estate strategies

• Ability to lead, coach, and develop fellow paraplanners

• Strong analytical skills, meticulous attention to detail, and a client-first mindset

• Excellent written and verbal communication skills with strong knowledge of compliance procedures

• Salary up to £50,000 depending on experience

• Hybrid working (Liverpool office + remote)

• Career development support, including progression towards Chartered status

• Work with senior leadership on technically advanced client files

• Collaborative and values-driven culture

• Modern systems and supportive infrastructure

• Monday to Friday

• No weekends

• Hybrid: Office and remote balance

If you are an ambitious and technically capable Paraplanner seeking to take your career to the next level, apply today to join a thriving and respected financial planning firm that truly values its people.