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Permanent

Senior Paraplanner

Recruit UK
Leeds
money-bag £40000 Annual
Posted: 20 May 2026 (5 days ago)
Closing date: 19 June 2026
Ref: 3111210135

Job Title: Senior ParaplannerIndustry: Financial PlanningLocation: Leeds Hybrid: 3 Office/2 Home Salary: £45,000 - £60,000Job Description:Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Leeds to join a leading and forward-thinking wealth management team.If you''re passionate about delivering high-quality financial planning support and supporting colleagues then this is the company for you.This role is a 3 month fixed term that is likely to be permanent and is available to candidates who can start immediately.The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team.What''s in it for you?Competitive salary of £45,000 - £60,000Senior role with responsibility for mentoring and coaching Exposure to complex client cases and a broad range of financial productsHybrid workingExtensive benefits packageOpportunities for career progression and professional development, including support towards Chartered statusCollaborative team environment with involvement in process improvement initiativesSkills and experience required:Proven experience handling complex financial planning cases and producing suitability ..... full job details .....

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