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- Tasks: Join our team as a Paraplanner, crafting high-quality financial reports and supporting client reviews.
- Company: Dynamic financial practice with a focus on collaboration and professional growth.
- Benefits: Competitive salary, 25 days holiday, private medical insurance, and hybrid working options.
- Why this job: Build a long-term career in paraplanning while making a real impact in financial planning.
- Qualifications: 2+ years of paraplanning experience and strong report writing skills required.
- Other info: Supportive team environment with opportunities for continuous development and learning.
The predicted salary is between 19800 - 46200 £ per year.
Immediate Start
Salary circa £33k pa + Benefits
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.
Paraplanner in Keighley 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
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Paraplanner role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to paraplanning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your report writing or any relevant projects to discuss during interviews. This will demonstrate your technical expertise and attention to detail, which are key for a Paraplanner.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Paraplanner in Keighley
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, so don’t hold back!
Be Detail-Oriented: Since attention to detail is key for a Paraplanner, ensure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, just like we do with our client files.
Tailor Your Application: Don’t just send a generic CV! Tailor your application to reflect your understanding of UK financial products and your experience in paraplanning. Show us why you’re the perfect fit for our team.
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’re considered for this exciting opportunity right away!
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 topics confidently will show that you're serious about the paraplanning role and understand the technical craft 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 practice writing a suitability report. This will demonstrate your strong written communication skills and attention to detail, which are essential for this position.
✨Be Ready to Discuss Compliance
Familiarise yourself with FCA suitability and Consumer Duty compliance. Be prepared to discuss how you ensure accuracy in client files and what steps you take to maintain high-quality standards in your work.
✨Emphasise Teamwork and Adaptability
This role requires collaboration with the Practice Team Leader and advisers, so highlight your team-focused attitude. Share examples of how you've worked well in a team and adapted to changes in a busy environment, as this will resonate with their current growth phase.
