Senior Technical Paraplanner

A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships.The OpportunityThis is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards.Key ResponsibilitiesPreparing detailed client suitability reports and portfolio reviewsConducting technical research across pensions, investments and financial planning productsProducing and maintaining cashflow models to support client recommendationsResponding to technical queries from Advisers and clientsCarrying out provider and product due diligenceMonitoring preferred provider panels and market developmentsSupporting the maintenance of technical tools, templates and standard ..... full job details .....