Senior Technical Paraplanner

A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships.

The Opportunity

This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards.

Key Responsibilities

• Preparing detailed client suitability reports and portfolio reviews
• Conducting technical research across pensions, investments and financial planning products
• Producing and maintaining cashflow models to support client recommendations
• Responding to technical queries from Advisers and clients
• Carrying out provider and product due diligence
• Monitoring preferred provider panels and market developments
• Supporting the maintenance of technical tools, templates and standard documentation
• Ensuring all work adheres to FCA regulatory and compliance standards
• Using financial planning and back-office systems to support efficient case management

About You

The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes.

Skills & Experience Required

• Strong technical knowledge of pensions and financial planning
• Proven experience within an FCA regulated environment
• Excellent suitability report writing skills
• Experience with cashflow modelling and retirement planning
• Strong provider and product research capabilities
• Competent user of Excel and financial planning/back-office systems including iO
• High attention to detail and strong organisational skills
• Ability to manage multiple priorities and deadlines effectively

Qualifications

• CII Diploma qualified (or equivalent)
• Working towards Advanced Diploma and Chartered status preferred

What's on Offer

• Opportunity to join a well-established and growing wealth management firm
• Collaborative and supportive working environment
• Exposure to high-quality clients and complex cases
• Ongoing professional development and support towards Chartered status
• Competitive salary and benefits package

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.