Job Description
Senior/Technical Paraplanner SJP Remote or Hybrid in Leeds
Salary: Up to £42,000
Location: Remote or hybrid (Leeds)
Contract: 1-year fixed term (potential to become permanent)
Are you an experienced Senior/Technical Paraplanner looking for a role where you can truly make an impact? This is an exciting opportunity to join a leading wealth management firm, working alongside senior leadership and supporting complex, high-net-worth cases.
As part of a growing team, youll play a key role in mentoring paraplanners, contributing to technical excellence, and shaping best-in-class financial planning solutions.
Whats in it for you?
* Work with a fast-growing, highly respected wealth management firm
* Opportunity to take on leadership & mentoring responsibilities
* Exposure to HNW & complex financial planning cases
* Potential for long-term career progression
What Youll Be Doing:
1. Conducting advanced financial analysis, cash flow modelling, estate planning & pension research
2. Managing complex cases involving trusts, taxation & inheritance planning
3. Technical report writing to deliver high-quality financial solutions
4. Ensuring compliance & risk management aligns with regulatory standards
5. Mentorin...