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- Tasks: Join our team as a Paraplanner, crafting detailed financial reports and supporting client reviews.
- Company: Sovereign Financial Partners, a growing practice with a supportive culture.
- Benefits: Competitive salary, 25 days holiday, private medical insurance, and hybrid working.
- Why this job: Make a real impact in financial planning while developing your skills in a collaborative environment.
- Qualifications: 2+ years of paraplanning experience and strong report writing skills required.
- Other info: Join a small, tech-forward team with excellent career growth opportunities.
The predicted salary is between 33000 - 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
- 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 + 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.
Paraplanner in Silsden employer: Equals One
Contact Detail:
Equals One Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Silsden
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨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. Show them you’re not just a candidate, but a future expert!
✨Tip Number 3
Don’t forget to showcase your report writing skills! Bring along samples of your previous work or create a mock suitability report to demonstrate your attention to detail and ability to communicate complex information clearly.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and ready to dive into the world of paraplanning with us.
We think you need these skills to ace Paraplanner in Silsden
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your paraplanning experience and technical skills in your application. We want to see how you can contribute to our team, so don’t hold back on showcasing your report writing and analytical abilities!
Tailor Your Application: Take a moment to customise your application for this role. Mention specific experiences that relate to the duties listed in the job description, like your familiarity with Intelliflo or Dynamic Planner. This shows us you’re genuinely interested in the position.
Be Detail-Oriented: Since we value high attention to detail, make sure your application is free from typos and errors. A polished application reflects your professionalism and commitment to quality, which is exactly what we’re looking for!
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 the role. Plus, it gives you a chance to explore more about our company culture!
How to prepare for a job interview at Equals One
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial products, especially pensions and investments. Be ready to discuss how these products work and their suitability for different clients. This will show that you're not just a paraplanner but a knowledgeable one!
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare to discuss your previous experience in producing high-quality suitability reports. Bring examples if possible, and be ready to explain your process for ensuring accuracy and compliance with FCA regulations.
✨Demonstrate Team Spirit
This role is all about collaboration, so be prepared to talk about how you’ve worked effectively in teams before. Share examples of how you've supported colleagues or contributed to a positive team environment, as this will resonate well with the interviewers.
✨Be Ready for Technical Questions
Expect some technical questions related to cashflow modelling and risk analysis. Brush up on tools like Dynamic Planner and FE Analytics, and be prepared to discuss how you would use them in real scenarios. This will highlight your readiness to hit the ground running.
