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 investmentsComplete cashflow modelling, attitude to risk and client reports (Dynamic Planner)Research funds and products using FE AnalyticsSense-check and refine adviser recommendationsEnsure FCA suitability, Consumer Duty compliance and accurate client files

Client & Case Support

Analyse LOA and fact find dataLiaise with providers and chase outstanding informationSupport annual reviews, ongoing service work and death claimsMaintain client records on Intelliflo

Platform, Quality & Compliance

Support the True Potential integration and TP-related casesReview adviser work including vulnerability and capacity for lossContribute to file reviews, CPD and continuous improvement

Systems you will use

IntellifloDynamic PlannerFE AnalyticsTrue Potential

What we are looking for

Essential

2+ years' + Paraplanning experienceSolid understanding of UK financial products (pensions, ISAs, investments, protection)Strong report writing and written communication skillsHigh attention to detail and accuracyConfident analysing financial information and riskOrganised, deadline-driven and comfortable learning new systemsProfessional confidence to challenge constructively when needed

Personal Fit

A genuine interest in paraplanning as a professionReceptive to feedback and keen to develop technicallyTeam-focused, collaborative and dependable

Desirable

Paraplanning or financial services experienceCII Level 4 Diploma (or working towards)Knowledge of financial planning softwareExposure to trusts, estate planning or IHT

What we offer

Competitive salary (DOE)25 days holiday + bank holidaysDeath in Service (£100,000 cover)Private Medical Insurance (Vitality)Performance-related bonusHybrid working (3 office / 2 home after probation)Study support and CPDFree on-site parkingModern, tech-forward systems and processesSmall, 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.

 

INDHS 

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.