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- Tasks: Join our team as a Paraplanner, crafting high-quality financial reports and supporting client reviews.
- Company: Sovereign Financial Partners, a growing practice with a supportive and collaborative culture.
- Benefits: Enjoy a 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 are essential.
- Other info: Join a small, tech-forward team with excellent growth opportunities and professional development support.
The predicted salary is between 27500 - 39000 £ per year.
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.
Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates.
Paraplanner in Keighley employer: Firestar Consulting
Contact Detail:
Firestar Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Keighley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on a paraplanning role or can put in a good word for you.
✨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. We want to see that you're not just a fit on paper but also in practice!
✨Tip Number 3
Showcase your attention to detail during the interview process. Bring examples of your work, like suitability reports or cashflow models, to highlight your skills. This will help us see your commitment to quality and accuracy in paraplanning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our supportive team and growing your career 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!
Tailor Your Application: Take a moment to customise your application for the Paraplanner role. Mention your experience with UK financial products and any relevant software you've used. This shows us you're serious about the position and understand what we’re looking for.
Be Detail-Oriented: Since attention to detail is key in this role, ensure your application is free from typos and errors. A polished application reflects your commitment to quality, which is something we value highly at StudySmarter.
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’s super easy to do!
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. Being able to discuss these confidently will show that you're serious about the paraplanning role and understand the technical craft involved.
✨Showcase Your Report Writing Skills
Since strong report writing is essential for this position, prepare a few examples of your previous work. Be ready to discuss your approach to creating high-quality suitability reports and how you ensure compliance with FCA regulations.
✨Be Detail-Oriented
Highlight your attention to detail during the interview. You might be asked about how you handle data analysis or ensure accuracy in client files, so have specific examples ready that demonstrate your meticulous nature.
✨Emphasise Teamwork and Adaptability
This role requires collaboration with advisers and the Practice Team Leader, so be prepared to talk about your experience working in a team. Also, mention any instances where you've had to adapt to new systems or processes, as this will show you're ready for the busy phase of growth.
