Technical Paraplanner
Senior Technical ParaplannerLeeds City Centre Hybrid Working AvailableAn established and highly respected wealth management firm in Leeds city centre is seeking an experienced Senior Technical Paraplanner to join its growing team.With more than 21 years of success, the business has built a reputation for providing sophisticated financial planning and investment advice to high net worth and ultra high net worth clients. Managing in excess of £1Bn of client assets, the firm operates with a close knit and highly experienced team of 22 staff, offering a collaborative and professional environment with genuine long term career opportunities.The business has experienced significant growth following the progression of two existing Paraplanners into client facing advisory roles, creating an excellent opportunity for an ambitious and technically strong individual to join the team.This is a role suited to someone who enjoys working on complex financial planning cases and wants to be part of a firm that genuinely values technical expertise, continued learning, and professional development.The RoleYou will work closely with experienced Financial Planners and the wider technical team, supporting a sophisticated client base with detailed and often highly technical financial planning work.Typical responsibilities will include:Producing high quality suitability reports and technical recommendationsConducting detailed research across pensions, investments, tax planning and ..... full job details .....
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