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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: Be part of a small, tech-forward team with excellent growth opportunities.
The predicted salary is between 26400 - 39600 £ 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.
Responsibilities
- 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.
Paraplanner employer: Firestar Consulting
Contact Detail:
Firestar Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨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. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and compliance. We recommend practising common interview questions with a friend or even in front of the mirror to nail that delivery!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific projects or reports you’ve worked on. We want to see how you’ve tackled challenges and contributed to your team’s success!
✨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 connect directly with us!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your report writing and analytical skills in your application. We want to see how you can produce high-quality suitability reports and analyse financial information, so don’t hold back!
Be Detail-Driven: Attention to detail is key for us. When you're filling out your application, double-check everything! Typos or inaccuracies can give the wrong impression, and we’re looking for someone who values precision.
Tailor Your Application: Don’t just send a generic application. Take the time to tailor your CV and cover letter to reflect your understanding of the paraplanning role and how your experience aligns with our needs. It shows us you’re genuinely interested!
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. 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 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 your experiences working in a team. Highlight instances where you've supported colleagues or contributed to a project, showing that you're dependable and a team player.
✨Be Adaptable and Open to Feedback
With the company undergoing growth and integration, adaptability is key. Share examples of how you've successfully navigated change in previous roles. Also, express your willingness to learn and develop, as this will resonate well with the interviewers.
