Paraplanner

Search; West Yorkshire; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

Search is seeking an experienced Paraplanner to join our established financial services team in West Yorkshire. You will support Financial Advisers with comprehensive paraplanning, suitability reports and robust cash-flow modelling to deliver high-quality financial planning for clients.

The role emphasizes accuracy, regulatory compliance and proactive collaboration with advisers and support teams. A Level 4 Diploma in Regulated Financial Planning or progress toward it is preferred.

Qualifications

• Experience providing paraplanning support for financial advisers.
• Ability to prepare suitability reports and recommendations.
• Strong research and analytical abilities for investment and retirement planning.

Responsibilities

• Provide paraplanning support to Financial Advisers across financial planning requirements.
• Prepare suitability reports and client recommendations.
• Conduct research and analysis for investment, pension and protection needs.
• Prepare cash-flow illustrations and planning tools.
• Ensure compliance and accuracy of client documentation.
• Collaborate with advisers and providers to progress cases.

Skills

Analytical thinking

Attention to detail

Report writing

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning

CII Diploma in Regulated Financial Planning knowledge

Job description

Hybrid Working Available Upon Successful Completion of Probation

The Opportunity

We are currently recruiting for an experienced Paraplanner to join an established and growing financial services business based in West Yorkshire, with excellent access to the M1.

This is an excellent opportunity for a detail-oriented and technically capable Paraplanner to join a professional team, supporting Financial Advisers in delivering high-quality financial planning and advice to clients.

The role would suit someone looking to develop their career within financial planning, working within a supportive environment where technical expertise, accuracy and client service are valued.

Key Responsibilities

• Provide comprehensive paraplanning support to Financial Advisers across a range of financial planning requirements.
• Prepare suitability reports and recommendations based on clients' financial circumstances and objectives.
• Conduct research and analysis to support investment, pension, retirement planning and protection recommendations.
• Prepare cash-flow modelling and financial planning illustrations where required.
• Review client information to ensure recommendations are accurate, appropriate and compliant.
• Liaise with Financial Advisers, providers and other relevant parties to obtain information and progress cases.
• Ensure all client documentation is completed accurately and in line with regulatory requirements.
• Support the preparation of client meeting packs, reports and supporting documentation.
• Maintain accurate records and ensure all work is completed within agreed timescales.
• Keep up to date with relevant financial services regulations, products and industry developments.
• Build effective working relationships with advisers and colleagues to ensure a smooth and efficient advice process.

About You

We are looking for an organised, analytical and technically minded individual who takes pride in producing accurate, high-quality work and understands the importance of delivering excellent client outcomes.

You will ideally have previous experience working as a Paraplanner within a financial planning, wealth management or independent financial advice environment.

You Will Ideally Have

• Level 4 Diploma in Regulated Financial Planning (Or working towards)
• Previous experience in a Paraplanner or technical financial planning support role.
• A good understanding of financial planning products, including pensions, investments and retirement planning.
• Experience preparing suitability reports and supporting Financial Advisers with client recommendations.
• Strong research, analytical and report-writing skills.
• Excellent attention to detail and the ability to manage multiple cases and deadlines.
• A good understanding of FCA regulations and compliance requirements within financial services.
• Strong communication skills and the ability to work collaboratively with advisers and wider support teams.
• A proactive approach to problem-solving, with the ability to work independently and as part of a team.
• Relevant financial planning qualifications, such as the CII Diploma in Regulated Financial Planning or progress towards this, would be advantageous.

Location

Based in West Yorkshire, with excellent access to the M1, this opportunity is ideally situated for candidates commuting from Leeds, Huddersfield, Sheffield and the surrounding areas.