Firestar Consulting

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 & 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 & 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 & 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' + Paraplanning experience Solid understanding of UK financial products (pensions, ISAs, investments, protection) Strong report writing and written communication skills High attention to detail and accuracy Confident analysing financial information and risk Organised, deadline-driven and comfortable learning new systems Professional confidence to challenge constructively when needed Personal Fit A genuine interest in paraplanning as a profession Receptive to feedback and keen to develop technically Team-focused, collaborative and dependable Desirable Paraplanning or financial services experience CII Level 4 Diploma (or working towards) Knowledge of financial planning software Exposure to trusts, estate planning or IHT What we offer Competitive salary (DOE) 25 days holiday + bank holidays Death in Service (£100,000 cover) Private Medical Insurance (Vitality) Performance-related bonus Hybrid working (3 office / 2 home after probation) Study support and CPD Free on-site parking Modern, tech-forward systems and processes Small, supportive team environment with real technical exposure We are in a busy phase of growth and platform integration, so you'll need to be adaptable while maintaining high quality standards. We value professional challenge and welcome people who speak up when something doesn't look right. This role is not a stepping stone into advice. We are looking for someone committed to becoming an excellent paraplanner. Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Financial Adviser (IFA) Chester & North Wales Immediate Start Salary: £55,000 basic - OTE: £60,000+ Employment Type: Employed or Self-Employed (flexible) The Opportunity We are recruiting an experienced Financial Adviser to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales. You'll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best - advising clients and building long-term relationships. The Role You'll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time. Key responsibilities include: Conducting detailed reviews of clients' financial circumstances and objectives Designing bespoke financial plans and strategies Completing risk assessments and suitability reports Researching products and solutions across the whole of market Supporting clients as their needs and circumstances change Maintaining full FCA compliance, disclosure and record-keeping standards Liaising with providers and professional introducers where required What we are looking for Diploma qualified (Chartered status desirable but not essential) Proven experience as a Financial Adviser within the UK market Strong communication, organisational and relationship-building skills Self-motivated, professional and confident working independently Comfortable working employed or self-employed (including via your own company if preferred) What is on offer £55,000 salary with OTE £60,000+ Immediate start available Employed or self-employed options Existing client base and full admin/paraplanning support Bonus structure and benefits tailored to experience and qualifications Opportunity to grow with a supportive, established firm If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.