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 and 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 and 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 and 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'' + ..... full job details .....
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