Paraplanner
ParaplannerImmediate StartSalary circa £33k pa + BenefutsBased in Silsden - Hybrid working (3 office / 2 home after probation)About the roleWe 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 and Report WritingProduce high-quality suitability reports across pensions and investmentsComplete cashflow modelling, attitude to risk and client reports (Dynamic Planner)Research funds and products using FE AnalyticsSense-check and refine adviser recommendationsEnsure FCA suitability, Consumer Duty compliance and accurate client filesClient and Case SupportAnalyse LOA and fact find dataLiaise with providers and chase outstanding informationSupport annual reviews, ongoing service work and death claimsMaintain client records on IntellifloPlatform, Quality and ComplianceSupport the True Potential integration and TP-related casesReview adviser work including vulnerability and capacity for lossContribute to file reviews, CPD and continuous improvementSystems you will useIntellifloDynamic PlannerFE AnalyticsTrue PotentialWhat we are looking forEssential2+ years'' + Paraplanning experienceSolid understandin
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