Slaiyburn Financial Planning
Paraplanner
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Company Description
Slaiyburn Financial Planning is a truly independent financial planning firm with a strong family feel. We believe the best ideas come from working together, supporting one another, and sharing knowledge across the team.
Our focus is on building long-term relationships and helping families plan for the future through thoughtful intergenerational planning. We take the time to ensure clients understand our recommendations and, where appropriate, involve other family members in important financial decisions.
We're proud of our independence. Unlike many firms that are tied to specific providers or investment solutions, we have the freedom to recommend from a wide range of options, always putting our clients' interests first.
Above all, we're passionate about delivering great advice, building lasting trust, and making a positive difference to the lives of the families we work with.
Role Description
Self-Employed Paraplanner (Part-Time | Flexible Hours | Remote, Hybrid or Office-Based)
Looking for a flexible paraplanning role where your expertise is genuinely valued?
We are a friendly, ambitious, and growing Independent Financial Adviser (IFA) practice looking for an experienced Self-Employed Paraplanner to become an integral part of our team. Whether you prefer working from home, in our West Yorkshire office, or a blend of both, this role offers the flexibility to fit around your lifestyle while allowing you to make a real impact.
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As our business continues to grow, there will be exciting opportunities for additional work and increased hours.
The Opportunity
You'll work closely with our advisers and support team, helping to deliver first-class financial planning solutions and an exceptional client experience. Your knowledge and attention to detail will play a key role in supporting advisers and ensuring clients receive high-quality, well-researched recommendations.
Key responsibilities include:
- Producing clear, compliant, and client-friendly suitability reports
- Conducting research and analysing appropriate financial planning solutions
- Supporting advisers throughout the advice process
- Working collaboratively with our administration team to ensure smooth and efficient client delivery
- Managing your workload flexibly while maintaining high professional standards
About You
We're looking for a knowledgeable and experienced paraplanner who is confident working independently and enjoys being part of a supportive team.
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You will have:
- A Level 4 Diploma in Financial Planning (essential)
- Proven paraplanning experience within an IFA environment
- Strong report-writing, analytical, and research skills
- Excellent attention to detail and a commitment to quality
- The ability to work remotely and manage your own workload effectively
- Existing relationships with other IFA firms and available capacity would be advantageous
What You'll Get
- Flexibility – Work when and where it suits you
- Competitive hourly rate – Based on experience and expertise
- Supportive team culture – Friendly, collaborative, and professional
- Growth opportunities – Potential to increase hours as our client base expands
- Meaningful work – Be a valued part of a growing and successful practice
Why Join Us?
We're proud of our approachable, team-focused culture and believe that great client outcomes come from great people working together. If you're an experienced paraplanner who enjoys delivering high-quality work, values flexibility, and wants to support a growing financial planning practice, we'd love to hear from you.
Interested? Get in touch and let's discuss how you could become part of our journey.
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