Technical Paraplanner – Leeds

Fast?Growing Team | Big Technical Exposure | Real Progression

Are you a detail?driven paraplanner who loves researching, analysing and turning complex information into something advisers can confidently present?

If you’re the kind of person who enjoys the brains of financial planning, this role in Leeds is genuinely worth a look.

 What You’ll Be Doing

This is a hands?on, technical paraplanner role with loads of variety. Expect to get involved in:

•  Deep research into products, providers, and recommendations
•  Technical analysis to prep advisers before their client meetings
•  Writing clear, compliant suitability reports
•  Working closely with advisers to explain your findings
•  A mix of tasks depending on the adviser — no two days look the same

You’ll be supporting advisers directly, but this isn’t a client-facing job  it’s all about the technical backbone of the advice process.

Who They’re Looking For

They’re not expecting perfection — they want potential.

You’ll be a great fit if you:

• Have the right attitude and a proactive approach
• Enjoy the technical side of paraplanning
• Want to keep developing your skills
• Level 4 diploma
• Are studying (or planning to study) towards Level 6

Apply now or email me @ Ameliah.Yarwood@weareedenrose.com