Paraplanner

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 rec...