Job Description
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
...
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
...
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