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Search Consultancy Ltd
30 Sep, 2026
Permanent
Paraplanner
Search Consultancy Ltd Leeds, UK
About the Role An established and growing wealth management firm is seeking a talented Paraplanner to join its friendly and professional team. Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions to a broad client base including high-net-worth individuals, business owners, and retirees. This is an excellent opportunity for an experienced Paraplanner looking to develop their technical expertise within a supportive and client-focused environment. Key Responsibilities Prepare suitability reports, recommendations, and financial planning documentation. Conduct detailed research across pensions, investments, protection, and retirement planning products. Analyse existing client arrangements and identify planning opportunities. Assist Advisers in developing bespoke financial strategies for clients. Ensure all recommendations comply with regulatory and company standards. Liaise with providers, clients, and...
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