Paraplanner
Immediate Start
Salary circa £33k pa + Benefuts
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 youll need to be adaptable while maintaining high quality standards. We value professional challenge and welcome people who speak up when something doesnt look right.
This role is not a stepping stone into advice. We are looking for someone committed to becoming an excellent paraplanner.
We are equal opportunity employers and welcome applications from all suitably qualified candidates.
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
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