Paraplanner

Paraplanner

Location:

West Yorkshire

Contract:

Permanent

Salary: £40,000 - £50,000 per annum

Start Date:

Flexible

Contact: (url removed)

An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.

This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long-term progression opportunities, and support towards further qualifications if desired.

• Support the Financial Planners with research and analysis to meet client needs and objectives.
• Prepare Financial Plans and Suitability Reports.
• Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
• Assist with client meetings, including taking notes and follow up any actions as required.
• Manage your own workflows and tasks.
• Follow compliance processes to manage risk and adhere to quality standards while ensuring excellent customer outcomes.

• Diploma Level 4 Qualified with desire to achieve Chartered status
• Experience working in a Paraplanner capacity for an IFA firm
• Experience of report writing and conducting investment and product market research
• Strong understanding of FCA regulations and compliance requirements
• Excellent written and verbal communication skills