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For Companies At a Glance
- Tasks: Support financial advisers by producing reports and analysing client data.
- Company: Dynamic financial practice with a focus on collaboration and growth.
- Benefits: Competitive salary, 25 days holiday, hybrid working, and professional development.
- Why this job: Join a supportive team and build a rewarding career in financial planning.
- Qualifications: 2+ years of paraplanning experience and strong report writing skills.
- Other info: Opportunity for continuous improvement and exposure to diverse financial products.
The predicted salary is between 28000 - 38000 £ 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
- 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
- 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 +
Paraplanner in 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 Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a paraplanning role!
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best work, including reports and analyses you've done. This will not only demonstrate your technical abilities but also give potential employers a taste of what you can bring to their team.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to paraplanning. Think about how you can showcase your attention to detail and problem-solving skills, as these are key in our field.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which are exactly what we’re looking for in a new Paraplanner.
We think you need these skills to ace Paraplanner in Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your 2+ years of paraplanning experience and any relevant qualifications, like the CII Level 4 Diploma, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your genuine interest in paraplanning and how you can contribute to our team. Be sure to mention your strong report writing skills and attention to detail.
Showcase Your Technical Skills: Since this role involves using systems like Intelliflo and Dynamic Planner, it’s a good idea to mention any experience you have with these or similar tools. We love seeing candidates who are comfortable with technology!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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. Be ready to discuss how you've used this knowledge in your previous roles, as it shows you're not just familiar with the terms but can apply them practically.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, prepare a few examples of reports you've written in the past. Highlight your attention to detail and how you ensure compliance with FCA regulations. This will demonstrate your capability and professionalism.
✨Be Ready for Technical Questions
Expect questions that test your understanding of cashflow modelling and risk analysis. Brush up on tools like Dynamic Planner and FE Analytics, and be prepared to explain how you've used them to support client reviews or new business.
✨Emphasise Teamwork and Collaboration
This role requires working closely with advisers and the Practice Team Leader. Share examples of how you've successfully collaborated in the past, and express your enthusiasm for being part of a supportive team environment. It’s all about showing you’re a dependable team player!
