Paraplanner

Paraplanner - Chartered Boutique Firm - Leeds - £40,000-£45,0000Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systemsWhy This Firm Stands OutThis is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative, giving you close access to advisers, paraplanners and client support specialists, meaning you''re never siloed and always supported.The firm embraces modern technology, using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You''ll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes.With a HNW client base, complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners.Role OverviewYou''ll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning.Key ResponsibilitiesResearch and analysis across all advice areasPreparing suitability reports (AI-supported templates)Product and ..... full job details .....