Ellis James Partners Limited

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: Conducting advanced financial analysis, cash flow modelling, estate planning & pension research Managing complex cases involving trusts, taxation & inheritance planning Technical report writing to deliver high-quality financial solutions Ensuring compliance & risk management aligns with regulatory standards Mentoring & supporting paraplanners within the team What Were Looking For: 5+ years of experience in a paraplanning role A Diploma in Financial Planning (Chartered status or working towards it preferred) Strong knowledge of pensions, investments, taxation & estate planning Experience in mentoring & team development Meticulous attention to detail with a proactive, solutions-focused mindset This is a 1-year fixed-term contract to cover maternity leave, with the potential to become permanent based on business needs. JBRP1_UKTJ