Contact us
Location
Leeds

The opportunity

At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding team, you will be at the forefront of creating comprehensive, well-researched suitability reports ensuring optimal outcomes for our customers. Your role involves handling intricate, technical projects and making a real impact in our client's financial journeys.


The benefits:

  • Competitive Salary: £35,000 - £40,000
  • Bonus Scheme: Attractive 7.5% on-target bonus
  • Pension: Up to 15% contribution (5% from you and 10% from us)
  • Insurance Benefits: Critical illness, Income protection (1x salary), and Death in service (4x salary)
  • Generous Holidays: 25 days plus bank holidays, with the option to purchase up to 10 additional days
  • Additional Benefits: Private medical insurance, dental insurance, and a suite of other flexible option
 Key Responsibilities:
  • Assess and ensure Paraplanning cases comply with FCA and 2plan standards
  • Collaborate with advisers for precise case information
  • Provide advisory feedback and maintain high-quality standards in report compilation
  • Efficiently handle whole market research and complex report generation
  • Uphold compliance, accuracy, and excellence in all cases
  • Contribute to continuous improvement through trend analysis and proactive identification

What will you need to succeed?

  • Experience in a financial services Paraplanning role
  • Qualification: Level 4 diploma qualified or nearly there
  • Expertise: Investment, pensions, IHT/Tax planning, and knowledge of COBS, ICOB, MCOB, Consumer Duty, Data Protection,
  • FCA regulations, Anti-Money Laundering
  • Skills: Strong financial planning, organization, understanding of risk, multitasking, problem-solving, and excellent communication

Why us?

Since our inception in July 2007, 2plan Wealth Management has grown into a leading UK wealth management firm. Our commitment to providing exceptional support to our advisers and unparalleled service to our clients is unwavering. Our advisory team is dedicated to building lasting, professional client relationships based on up-to-date, tailored financial advice.


Proudly recognised as one of the Best 100 Large Companies to Work for in 2022 as part of the Openwork Partnership, we celebrate diversity, inclusivity, and individuality in our workplace. At 2plan, we don't just accommodate differences - we embrace them. We believe in a work culture that balances professional achievements with personal well-being, fostering an environment where every individual is empowered to thrive.

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