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- 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 professional growth.
- Benefits: Competitive salary, 25 days holiday, private medical insurance, and performance bonuses.
- 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: Hybrid working model and opportunities for continuous professional development.
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
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
- 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 Silsden employer: Firestar Consulting
Contact Detail:
Firestar Consulting 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 lookout 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. Make sure you can confidently discuss pensions, investments, and compliance issues. We want to see that you’re not just a fit on paper but also in practice!
✨Tip Number 3
Showcase your report writing skills! Bring along samples of your previous work to demonstrate your attention to detail and ability to produce high-quality suitability reports. This will set you apart from other candidates.
✨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, it shows you’re genuinely interested in joining our team at Sovereign Financial Partners.
We think you need these skills to ace Paraplanner in Silsden
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your paraplanning experience and skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your technical writing and financial product knowledge!
Show Off Your Attention to Detail: As a Paraplanner, accuracy is key! When you’re writing your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
Be Genuine About Your Interest: Let us know why you’re passionate about paraplanning! Share your motivations and what excites you about the role. We’re looking for someone who’s committed to growing in this profession, so show us your enthusiasm!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
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 you’ve used these in your previous roles, as well as any technical skills you have with software like Intelliflo or Dynamic Planner.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, prepare a few examples of your past work. 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 analytical skills and understanding of cashflow modelling and risk assessment. Practise explaining complex concepts in simple terms, as this shows your depth of knowledge and ability to communicate effectively.
✨Emphasise Teamwork and Adaptability
This role requires collaboration with advisers and the practice team. Share examples of how you’ve worked in a team environment and adapted to changes. Highlight your willingness to learn and grow within the paraplanning profession.
