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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: Competitive salary, 25 days holiday, private medical insurance, and hybrid working options.
- Why this job: Make a real impact in financial planning while developing your skills in a supportive environment.
- Qualifications: 2 years of paraplanning experience and strong report writing skills required.
- Other info: Join a small, tech-forward team with excellent career development opportunities.
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
- 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
- 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.
Locations
Paraplanner in Bradford, Silsden employer: Firestar Consulting
Contact Detail:
Firestar Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bradford, Silsden
✨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 asking for introductions. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss UK financial products and demonstrate your report writing skills. Practice common interview questions with a friend or in front of the mirror to nail your delivery.
✨Tip Number 3
Showcase your attention to detail! Bring examples of your previous work, like suitability reports or cashflow models, to the interview. This will not only highlight your skills but also show your genuine interest in the paraplanning profession.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you started on your journey to becoming an excellent Paraplanner!
We think you need these skills to ace Paraplanner in Bradford, Silsden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in technical report writing and financial products. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in paraplanning and how you can contribute to our team. Be sure to mention any specific experiences that relate to the job description.
Showcase Your Attention to Detail: Since this role requires high attention to detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their work is polished and professional.
Apply Through Our Website: We encourage you to apply 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 Firestar Consulting
✨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 implications for clients. This will show that you’re not just a candidate, but someone who genuinely understands the technical craft of paraplanning.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare a few examples of your previous work or practice writing a suitability report. Highlight your attention to detail and ability to communicate complex information clearly. This will demonstrate your capability and readiness for the job.
✨Be Ready to Discuss Compliance
Familiarise yourself with FCA suitability and Consumer Duty compliance. Prepare to discuss how you ensure accuracy in client files and maintain high-quality standards. This shows that you take compliance seriously and understand its importance in the financial planning process.
✨Emphasise Teamwork and Adaptability
This role requires collaboration with advisers and the Practice Team Leader. Be prepared to share examples of how you’ve worked effectively in a team and adapted to changes in a busy environment. Highlighting your team-focused attitude will resonate well with the company’s values.
