An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.
This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long‑term progression opportunities, and support towards further qualifications if desired.
Key Responsibilities
* Support the Financial Planners with research and analysis to meet client needs and objectives.
* Prepare Financial Plans and Suitability Reports.
* Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
* Assist with client meetings, including taking notes and follow up any actions as required.
* Manage your own workflows and tasks.
* Follow compliance processes to manage risk and adhere to quality standards while ensuring excellent customer outcomes.
Candidate Criteria
* Diploma Level 4 Qualified with desire to achieve Chartered status
* Experience working in a Paraplanner capacity for an IFA firm
* Experience of report writing and conducting investment and product market research
* Strong understanding of FCA regulations and compliance requirements
* Excellent written and verbal communication skills
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