Job Description
Paraplanner
Leeds (Hybrid – 2 days from home)
£40,000 – £50,000 basic
Outsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds.
This is an excellent opportunity to become part of a dynamic team at an exciting stage of development. Over the next five years, there will be significant opportunities for individuals who are eager to demonstrate their ability and progress their careers.
The Role
You will support a busy team of Financial Advisers in delivering a high-quality service that exceeds client expectations and enhances the firm’s reputation.
Key Responsibilities
Inclusion Statement:
Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age.
We’re proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. We’re here to support you every step of the way.
We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences.
Leeds (Hybrid – 2 days from home)
£40,000 – £50,000 basic
Outsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds.
This is an excellent opportunity to become part of a dynamic team at an exciting stage of development. Over the next five years, there will be significant opportunities for individuals who are eager to demonstrate their ability and progress their careers.
The Role
You will support a busy team of Financial Advisers in delivering a high-quality service that exceeds client expectations and enhances the firm’s reputation.
Key Responsibilities
- Manage client requests and tasks efficiently, ensuring a professional and positive client experience
- Undertake complex client-specific analysis, including CGT assessments, IHT evaluations, and target funding calculations
- Conduct technical research and prepare detailed suitability reports following client reviews
- Support the administration team with technical queries to ensure smooth case progression
- Carry out product research and technical comparisons using industry software
- Maintain accurate records on back-office systems, tracking workflow and ongoing actions
- Assist advisers in delivering comprehensive financial planning services
- Ensure all client files and records meet FCA compliance standards
- Adhere to internal compliance procedures and regulatory requirements, including Consumer Duty and Treating Customers Fairly principles
- Minimum 2 years’ experience in a Paraplanner role
- Strong understanding of financial products and the advice process
- Excellent analytical, research, and report-writing skills
- High attention to detail with a focus on producing quality work
- Strong communication skills and ability to build effective working relationships
- Well-organised with the ability to manage multiple priorities
- Self-motivated, resilient, and professional in approach
- Working towards or holding a Level 4 Diploma in Financial Planning (desirable)
- Commitment to ongoing CPD in line with industry and company standards
Inclusion Statement:
Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age.
We’re proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. We’re here to support you every step of the way.
We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences.
