Paraplanner

Paraplanner

Immediate Start

Salary circa £33k pa + Benefuts

Based in Silsden - Hybrid working (3 office / 2 home after probation)

About the role

We are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession.

You will work closely with our Practice Team Leader and advisers, supporting client reviews, new business, and ongoing servicing in a collaborative, supportive environment.

Duties include:

Technical & Report Writing

• Produce high-quality suitability reports across pensions and investments
• Complete cashflow modelling, attitude to risk and client reports (Dynamic Planner)
• Research funds and products using FE Analytics
• Sense-check and refine adviser recommendations
• Ensure FCA suitability, Consumer Duty compliance and accurate client files

Client & Case Support

• Analyse LOA and fact find data
• Liaise with providers and chase outstanding information
• Support annual reviews, ongoing service work and death claims
• Maintain client records on Intelliflo

Platform, Quality & Compliance

• Support the True Potential integration and TP-related cases
• Review adviser work including vulnerability and capacity for loss
• Contribute to file reviews, CPD and continuous improvement

Systems you will use

• Intelliflo
• Dynamic Planner
• FE Analytics
• True Potential

What we are looking for

Essential

• 2+ years' + Paraplanning experience
• Solid understanding of UK financial products (pensions, ISAs, investments, protection)
• Strong report writing and written communication skills
• High attention to detail and accuracy
• Confident analysing financial information and risk
• Organised, deadline-driven and comfortable learning new systems
• Professional confidence to challenge constructively when needed

Personal Fit

• A genuine interest in paraplanning as a profession
• Receptive to feedback and keen to develop technically
• Team-focused, collaborative and dependable

Desirable

• Paraplanning or financial services experience
• CII Level 4 Diploma (or working towards)
• Knowledge of financial planning software
• Exposure to trusts, estate planning or IHT

What we offer

• Competitive salary (DOE)
• 25 days holiday + bank holidays
• Death in Service (£100,000 cover)
• Private Medical Insurance (Vitality)
• Performance-related bonus
• Hybrid working (3 office / 2 home after probation)
• Study support and CPD
• Free on-site parking
• Modern, tech-forward systems and processes
• Small, supportive team environment with real technical exposure

We are in a busy phase of growth and platform integration, so you'll need to be adaptable while maintaining high quality standards. We value professional challenge and welcome people who speak up when something doesn't look right.

This role is not a stepping stone into advice. We are looking for someone committed to becoming an excellent paraplanner.

Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates.

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.