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Senior Paraplanner — Bespoke Financial Planning

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Capio Recruitment
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial planning firm in Leeds seeks a Mid-Senior level professional to support tailored financial planning strategies in a full-time role. The position emphasizes client relationships, requiring experience in paraplanning and a solid understanding of financial principles. Key responsibilities include preparing reports, conducting research, and ensuring seamless investment delivery. Relevant qualifications like DipPFS are desirable. Competitive salary and benefits include holidays and enhanced pension contributions.
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Position Requirements
10+ Years work experience
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