Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Paraplanner, crafting detailed financial reports and supporting client reviews.
- Company: Dynamic financial practice with a focus on collaboration and growth.
- Benefits: Enjoy a competitive salary, 25 days holiday, private medical insurance, and hybrid working.
- Why this job: Build a rewarding career in paraplanning while making a real impact in clients' financial journeys.
- Qualifications: 2 years of paraplanning experience and strong report writing skills are essential.
- Other info: Join a supportive team environment with opportunities for professional development and continuous improvement.
The predicted salary is between 33000 - 46200 £ per year.
Immediate Start
Salary circa £33k pa
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.
We are equal opportunity employers and welcome applications from all suitably qualified candidates.
Locations
Paraplanner in Keighley, Yorkshire employer: Equals One Ltd
Contact Detail:
Equals One Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Keighley, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role is all about the nitty-gritty of financial products, make sure you can confidently discuss pensions, ISAs, and investments. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Practice your report writing skills! As a Paraplanner, you'll need to produce high-quality suitability reports. Try drafting a few sample reports based on hypothetical scenarios to get comfortable with the format and language used in the industry.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly!
We think you need these skills to ace Paraplanner in Keighley, Yorkshire
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your report writing and communication skills in your application. We want to see how you can convey complex financial information clearly and accurately.
Be Detail-Oriented: Since attention to detail is key for us, double-check your application for any typos or errors. A polished application reflects your commitment to quality, which is super important in paraplanning.
Tailor Your Application: Don’t just send a generic application! Tailor it to the role by mentioning your experience with UK financial products and any relevant software you've used. This shows us you’re genuinely interested in the position.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Equals One Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial products, especially pensions and investments. Being able to discuss these confidently will show that you're serious about the paraplanning role and understand the technical aspects involved.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the job, prepare a few examples of your previous work or be ready to discuss how you approach writing suitability reports. Highlight your attention to detail and how you ensure compliance with FCA regulations.
✨Be Ready to Collaborate
This role involves working closely with advisers and the practice team. Be prepared to discuss how you’ve successfully collaborated in the past and how you handle feedback. Show that you’re a team player who values a supportive environment.
✨Demonstrate Your Adaptability
With the company going through growth and platform integration, it’s important to show that you can adapt to new systems and processes. Share examples of how you've successfully navigated changes in previous roles and maintained high-quality standards.
