Paraplanner

The Company

A relaxed, family‑feel IFA business looking to bring in an experienced Paraplanner following a recent expansion to their advisory team up in Ilkley, North Leeds. Sitting as a circa 15‑man firm currently with further plans to expand across the next 5 years, this is a really progressive opportunity suited to a technically astute Paraplanner/Financial Analyst.

• Office
  
  Location:
  
  Ilkley, North Leeds
• Working Setup: Hybrid - 3-days office & 2-days WFH
• Hours: Full‑time or part‑time hours considered

£35-40k base DOE + annual bonus and full company benefits:

• Benefits: Discretionary bonus and full benefits package inclusive of pension, DIS etc as well as study support to Diploma/Chartered
• Holidays: 24‑days + stats
• Standard hours: 9am-5pm (Flexible working available)

A technically challenging Paraplanning role/remit providing key research/report writing support to multiple high performing private wealth biased financial advisers. Key accountabilities include:

• Prepare suitability reports and recommendation letters in line with FCA requirements
• Conduct whole‑of‑market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb
• Analyse client fact finds and develop appropriate financial planning strategies
• Support advisers with complex case preparation and technical queries
• Review existing client portfolios and produce analysis reports
• Prepare cashflow models and financial planning projections (e.g. Timeline)
• Assist with investment portfolio construction where required
• Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell)
• Maintain accurate client records using Intelliflo and ensure timely updates
• Ensure all advice documentation is FCA‑compliant and technically accurate
• Support file checking and ongoing compliance processes
• Monitor regulatory and product changes affecting client advice
• Work closely with advisers to develop and implement suitable recommendations

Whole of market IFA business environment experience is preferred with QCF Level 4 Diploma qualifications (or working towards) and case exposure inclusive of more complex investments, IHT planning and trust work also required. It's a role and opportunity that will suit someone looking for a relaxed office environment and a less‑pressured, non‑KPI focused working setup; but is motivated to stay involved in the technical work day to day.