Paraplanner

Hybrid Working Available Upon Successful Completion of Probation

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.

• 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.

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.

• 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.

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.