Paraplanner

Paraplanner West Yorkshire (Office-based) £30,000 - £45,000 (Dependent on Experience) Full-time PermanentThe OpportunityReed is proud to be working with a highly respected, award-winning independent financial planning firm seeking to add a talented Paraplanner to their growing team.This is an excellent opportunity for someone with at least 12 months'' paraplanning experience who is either Level 4 qualified or actively working towards completion. You''ll join a collaborative, supportive environment where your technical expertise will directly contribute to delivering outstanding client outcomes.The RoleAs a Paraplanner, you will work closely alongside Financial Advisers to produce high-quality, compliant financial advice. You''ll play a key role in research, report writing, and shaping tailored financial planning solutions.Key ResponsibilitiesPreparing detailed and compliant suitability reportsConducting research across pensions, investments, and protectionSupporting advisers in designing bespoke client recommendationsAnalysing client information to identify suitable strategiesLiaising with product providers and third partiesKeeping up to date with market and regulatory changesProviding technical support and contributing to process improvementsAbout YouMinimum 12 months'' experience in a Paraplanning roleLevel 4 Diploma qualified or actively working towards completionStrong technical knowledge across core financial planning areasExcellent report-writing and communication ..... full job details .....