Paraplanner

Paraplanner West Yorkshire (Office-based) £30,000 – £45,000 (Dependent on Experience) Full-time | Permanent The Opportunity Reed 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 Role As 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 Responsibilities • Preparing detailed and compliant suitability reports • Conducting research across pensions, investments, and protection • Supporting advisers in designing bespoke client recommendations • Analysing client information to identify suitable strategies • Liaising with product providers and third parties • Keeping up to date with market and regulatory changes • Providing technical support and contributing to process improvements About You • Minimum 12 months’ experience in a Paraplanning role • Level 4 Diploma qualified or actively working towards completion • Strong technical knowledge across core financial planning areas • Excellent report-writing and communication skills • Highly organised with strong attention to detail • Proactive, team-oriented, and able to work independently • Passionate about delivering high-quality client outcomes What’s in it for You? • Salary of £30,000 – £45,000 depending on experience • Clear progression and professional development opportunities • Supportive, collaborative team culture • Private healthcare • Generous holiday entitlement • Pension scheme • Free on-site parking • Access to on-site wellbeing facilities and activities • Regular social events Apply Now If you're a motivated Paraplanner looking to develop your career within a forward-thinking financial planning firm, apply today or contact Reed for more information.