NJR Recruitment

PENSIONS & INVESTMENTS ADMINISTRATOR LOCATION WIGAN SALAY UP TO 30,000 One of our well established clients, a Chartered Wealth Management firm in Southport are keen to take onboard an additional IFA Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary " Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants. Ref: NJR 15160

Paraplanner Coventry Salary up to £42,000 Hybrid Working 25 Days holiday X4 Death in Service Free Parking on site Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses. A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Coventry area as a result of internal development within the business. You will be working closely with 2 top performing Financial Planners and will be required to provide technical support in writing bespoke Suitability reports in accordance with compliance procedures and regulatory requirements. To be considered you will have industry related experience and had exposure in writing Suitability reports and ideally be Diploma qualified OR working towards. Responsibilities o Create research reports on behalf of the adviser to compare product providers o Create product illustrations as required o Research funds to be recommended o Prepare risk profiling reports and/or matched fund list to demonstrate suitability of funds o Prepare documentation to be presented to the client by the adviser in the advice process o Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained o Ensure that client documentation is signed and dated appropriately o Scan client file documentation onto the back office system in accordance with guidelines o Draft suitability reports in accordance with compliance guidelines o Respond to advice file check requests as required o Liaise with Business Quality Control Team regarding outstanding documentation o Update diary system with future tasks /activities to be completed o Continued Personal Development o Any other responsibility as requested by your team leader or senior management Skills and Experience Essential o Ability to work under own initiative and as part of a team o Excellent understanding of the client advice process o Excellent understanding of compliance file documentation o IT literate o Ability to work under pressure Desirable o Excellent written and verbal communications o Good interpersonal and influencing skills o QC Level 4 qualifications NJR16038

IFA Administrator Nottingham, Salary up to 30,000 (experience dependent) Hybrid working is available (2 Days Per week Flexible working hours. 6% Pension X3 Death in service NJR are currently working with a very well established and highly successful Chartered Wealth Management practice, who have a strong presence in the market place. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional Senior IFA Administrator to join their thriving Business. This role would suit someone who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will ideally be working towards Diploma status and be familiar with a range of financial platforms, and have strong product knowledge in Pensions and Investments. Responsibilities, Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion. " Communication to clients throughout the transaction process. " Requesting and collating financial information. " Preparing application forms and client documentation. " General client administration and communication. " Addressing complex administration queries and investigating any problems. " Providing support to financial planning advisers and paraplanners as required. " Processing new business The successful candidate will need to have previous experience of working within the Wealth Management sector as a Administrator and would ideally suit someone with a sound working knowledge of (Back Office system) It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect. For more information please contact one of our specialist consultants quoting REF:NJR16042

IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance X4 Death in Service Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. The Required Skills: Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16034

Financial Planning Administrator Leicester Salary up to £30,000 Our client are a well-established Wealth management organisation who have an excellent opportunity for an ambitious and talented 'Client Relationship Manager' to join their team based in the Leicester area. This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Daily you will be responsible for. " Accurately and efficiently supporting advisers " Preparing for client meetings " Completing Post meeting tasks for advisers " Producing accurate and timely quotations and research for clients " Dealing with non-advice client requests such as withdrawals and contributions " Letter/Email/Phone communication with clients and providers " Regularly updating internal back office systems " Writing high level client letters and emails " Submitting and monitoring new business " Ensuring all compliance points met (as per regulatory requirements) " Maintain and proactively secure Product, Technical and Regulatory knowledge to enhance " personal performance " Establish strong client relationships. " Carrying out other office tasks and activities as required The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15954

Financial Adviser Leicestershire Salary up to £60,000 Guaranteed income! Our client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High-Net-Worth individuals and businesses across the whole of the UK. Due to their ongoing growth they are now looking to recruit an experienced Financial Adviser to join their team on a self-employed basis to manage and grow an existing client bank What's in it for you? " Guaranteed Earnings through existing clients " Generous Split Scheme " Existing Client Bank " Industry leading training and development " Full admin and paraplanning support This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of a unique and ambitious team by supporting an existing client bank as well as generating their own clients This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing in depth face to face advise to clients Responsibilities: " To maintain the highest standards of client care, professional conduct and regulatory compliance. " Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers Requirements: " Previous experience in growing and managing private client relationships and providing financial advice " Experience across a range of products and asset classes including pensions and investments " Ability to work with clients across all wealth bands and communicate effectively from the most financially astute client to those with no financial knowledge " Qualified and competent to provide advice with a valid SPS. " Ambition to move towards Chartered Status if not already held " Strong sales and presentation skills This is an excellent opportunity to join a company where you can really grow and establish yourself as a first class financial adviser whilst getting ongoing support and development. For further information please apply today or contact one of our specialist consultants quoting REF: NJR15929

Practice Manager (Wealth Management) Leicestershire Salary up to £45,000 An established and forward-thinking Wealth Management firm based in the Leicestershire area are looking for a dynamic and experienced Practice Manager to join their growing team. This is a key leadership role that offers the opportunity to take ownership of day-to-day operations, lead internal processes, support advisers and paraplanners, and ensure the smooth and compliant running of the practice. The ideal candidate will have a background in financial services operations, a proactive and strategic mindset, and strong organisational and leadership skills. Key Responsibilities: " Overseeing back-office processes and workflow management " Supporting advisers and paraplanners in delivering high-quality client service " Managing compliance procedures and regulatory responsibilities " Leading, developing, and mentoring administrative staff " Working alongside directors to improve business operations and support strategic growth What We're Looking For: " Experience in a management or supervisory role within Wealth Management or Financial Planning " A solid understanding of FCA regulations and operational best practices " Excellent communication and problem-solving skills " Highly organised, commercially aware, and adaptable " Confident managing people and processes This is a fantastic opportunity to join a professional, client-focused firm in a varied and rewarding role where you'll have real influence over operational success and long-term growth. NJR15933

Compliance Officer Leicester (Hybrid) We are proud to be representing a credible firm of Independent Financial Planners who are a very well-established, FCA-regulated financial planning firm offering over 36 years of experience delivering tailored advice to both private and corporate clients. As part of a major national network, they offer expert, unbiased guidance across pensions, investments, estate planning, inheritance tax, and mortgages. Built on values of nurturing relationships, navigating futures, client-centred excellence, and thriving together-they're committed to high standards, collaborative culture, and continued growth. The Compliance Officer will work closely with the Financial Planning Director and Operations Director to help ensure policies, procedures, communications and adviser activities reflect both network expectations and our internal commitment to professional, ethical advice. Key Responsibilities: • Maintain up-to-date knowledge of Openwork's compliance requirements and ensure these are implemented across the firm. • Coordinate the internal application of Openwork's policies and updates, including those specifically relating to documentation, communications, file checks, and complaints. • Oversee advice file reviews in accordance with network expectations and follow up on remedial actions. • Support Openwork's complaint handling process internally, ensuring accurate records and clear communication. • Review and manage the sign-off process required for client facing communications and materials to ensure compliance with Openwork's standards. • Attend Openwork compliance events and forums as required, disseminating key updates to the relevant teams. • Provide regular reports to senior leadership on key compliance issues, developments, and risk indicators. • Lead on the implementation and interpretation of the Consumer Duty rules within the business. • Ensure the business maintains effective systems to identify and support vulnerable clients. • Work with department managers and advisers to ensure Openwork's T&C scheme is appropriately embedded. • Organise and support adviser T&C meetings, observations, and development planning. • Monitor adviser KPIs and ongoing competence metrics. • Ensure all staff complete required regulatory training and annual CPD testing, • Ensure AML and data protection controls remain compliant with Openwork expectations. • Support staff awareness and implementation of financial crime and data security policies. • Maintain audit ready documentation and logs across all regulated areas. Skills, Knowledge & Experience: • Level 4/Diploma-qualified (e.g., DipPFS or equivalent) preferred • Proven experience in a compliance role within a regulated financial advice firm or network environment • Strong working knowledge of UK financial services regulation, compliance procedures, and oversight frameworks • Familiarity with Openwork or similar network compliance structures is highly desirable • Demonstrated ability to manage file reviews, complaints and T&C frameworks • Confident and professional communicator with excellent organisational and interpersonal skills • High attention to detail with a pragmatic, solutions oriented mindset • A collaborative, values driven individual with the ability to influence at all levels • Sound understanding of Consumer Duty legislation and best practices for identifying and supporting vulnerable clients If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15835

Financial Planner - Client Bank Available Leicester Up to £50,000 + Benefits Level 4 Diploma Required NJR Recruitment is working with a well-established boutique Wealth Management practice that provides bespoke financial advice to an extensive and loyal client base who are based in the Leicester area. Due to continued growth, the firm is looking to appoint an experienced Financial Planner to join its expanding team in Leicester. You'll inherit a ready-made client bank of high-net-worth individuals , while also developing new client relationships through referrals and networking. Working closely with two experienced Advisers, you'll receive ongoing support, guidance, and opportunities for professional development within a collaborative and forward-thinking environment. Key Responsibilities: Deliver holistic financial planning advice across investments, pensions, and protection. Manage and grow an existing client bank, building long-term relationships. Identify and convert new business opportunities. Ensure all advice meets FCA regulatory standards and internal compliance requirements. The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service. Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships Increase income for the business by converting new leads and business opportunities Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking. Consistently comply with legislative, financial, procedural and quality requirements Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets Requirements: Previous experience as a Financial Adviser or Wealth Manager is essential. Level 4 Diploma in Regulated Financial Planning (Chartered status desirable). Strong technical knowledge and excellent client relationship skills. Proactive, ethical, and driven to deliver outstanding client outcomes. This is a fantastic opportunity to join a highly respected firm offering a supportive culture, a quality client bank, and clear opportunities for career progression. Apply today or contact our specialist consultants quoting Ref: NJR16143

Senior Client Associate - Financial Planning Full or Part Qualified Location: Chorley Hybrid Working Available Salary: Up to £35,000 + Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a leading and values-driven financial planning firm who are looking to recruit a Senior Client Associate. This is an exciting opportunity to join a growing, professional business where teamwork, collaboration, and client care are at the heart of everything they do. The Role As a Client Relations Senior Associate, you'll play a key part in supporting advisers and colleagues, ensuring clients receive the highest standard of service and care. You'll act as a senior point of contact within the Client Relations team - mentoring junior team members, maintaining accurate client data, and ensuring all activity meets compliance and service standards. This role offers a fantastic opportunity to develop within a respected financial planning business that values personal growth, teamwork, and professional excellence. Key Responsibilities " Support advisers and administrators across all aspects of client servicing and financial administration " Oversee and maintain accurate client files and CRM records " Review and process documentation to meet compliance, TCF, and Consumer Duty standards " Conduct quality control checks and resolve data gaps or queries " Assist with complex client cases and escalations " Provide guidance, training, and mentoring to team members to support their development " Monitor workloads, timescales, and priorities across the team " Ensure all activity is completed accurately and within agreed service levels " Collaborate with management to improve processes and client service delivery What We're Looking For " Experience in a financial planning or wealth management environment " Level 4 qualification or equivalent (e.g. CII Award in Financial Administration, CII Certificate in Financial Services, CISI Investment Client Services) " Strong knowledge of the UK regulatory framework and FCA requirements " Excellent written and verbal communication skills " High level of accuracy, attention to detail, and organisational ability " Strong interpersonal and mentoring skills " Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) and CRM systems " Ability to manage multiple priorities in a fast-paced, team-oriented environment What's on Offer " Salary: Up to £35,000 (depending on experience) " Hybrid working - flexible balance between office and home " Pension: 4% employer contribution (salary sacrifice available) " 28 days holiday + Bank Holidays (option to buy 5 additional days) " Group Life Cover: 4x salary " Sick pay scheme " Supportive, collaborative culture with genuine opportunities for growth Apply Now If you're an experienced Client Services or Financial Planning professional seeking the next step in your career within a supportive and people-focused firm, apply today NJR16145

Senior Client Associate - Financial Planning Full or Part Qualified Location: Altrincham Hybrid Working Available Salary: Up to £35,000 + Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a leading and values-driven financial planning firm who are looking to recruit a Senior Client Associate. This is an exciting opportunity to join a growing, professional business where teamwork, collaboration, and client care are at the heart of everything they do. The Role As a Client Relations Senior Associate, you'll play a key part in supporting advisers and colleagues, ensuring clients receive the highest standard of service and care. You'll act as a senior point of contact within the Client Relations team - mentoring junior team members, maintaining accurate client data, and ensuring all activity meets compliance and service standards. This role offers a fantastic opportunity to develop within a respected financial planning business that values personal growth, teamwork, and professional excellence. Key Responsibilities " Support advisers and administrators across all aspects of client servicing and financial administration " Oversee and maintain accurate client files and CRM records " Review and process documentation to meet compliance, TCF, and Consumer Duty standards " Conduct quality control checks and resolve data gaps or queries " Assist with complex client cases and escalations " Provide guidance, training, and mentoring to team members to support their development " Monitor workloads, timescales, and priorities across the team " Ensure all activity is completed accurately and within agreed service levels " Collaborate with management to improve processes and client service delivery What We're Looking For " Experience in a financial planning or wealth management environment " Level 4 qualification or equivalent (e.g. CII Award in Financial Administration, CII Certificate in Financial Services, CISI Investment Client Services) " Strong knowledge of the UK regulatory framework and FCA requirements " Excellent written and verbal communication skills " High level of accuracy, attention to detail, and organisational ability " Strong interpersonal and mentoring skills " Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) and CRM systems " Ability to manage multiple priorities in a fast-paced, team-oriented environment What's on Offer " Salary: Up to £35,000 (depending on experience) " Hybrid working - flexible balance between office and home " Pension: 4% employer contribution (salary sacrifice available) " 28 days holiday + Bank Holidays (option to buy 5 additional days) " Group Life Cover: 4x salary " Sick pay scheme " Supportive, collaborative culture with genuine opportunities for growth Apply Now If you're an experienced Client Services or Financial Planning professional seeking the next step in your career within a supportive and people-focused firm, apply today NJR16145

Client Services Assistant - Financial Planning Location: Manchester City Centre (Office-Based, Hybrid Potential) Salary: £26,000 - £28,000 DOE + Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and forward-thinking financial planning firm based in Manchester City Centre, who are seeking a Client Services Assistant to join their growing team. This is a fantastic opportunity for someone looking to build a long-term career in financial services. The role offers excellent training, development, and progression potential into broader support or advisory positions over time. The Role As a Client Services Assistant, you'll play a vital role in supporting advisers, paraplanners, and clients, ensuring administrative processes run smoothly and efficiently. This is an entry-level position ideal for someone with strong organisational skills, an eye for detail, and a genuine interest in developing within the financial planning profession. Key Responsibilities Client Review & Administration " Prepare and issue annual review packs, valuations, and performance reports " Send Investment Risk Questionnaires (IRQs) and Fact Finds, updating client records accordingly " Conduct Anti-Money Laundering (AML) checks via Smartsearch " Maintain accurate and compliant client data within internal systems " Calculate client fees and issue Client Agreements via DocuSign or post " Communicate effectively with clients by email and phone, ensuring all updates are logged accurately Group Scheme Administration " Liaise with employers to update staff data for group pension and risk schemes " Manage renewals of Group Risk plans and prepare annual review documentation " Coordinate adviser meetings and assist with invoicing and database updates General Office Support " Answer client calls, emails, and queries professionally and efficiently " Greet visitors and maintain reception and meeting room standards " Manage incoming and outgoing mail " Take ownership of client service tasks, resolving issues proactively and escalating only where required " Keep tasks up to date and prioritised in line with agreed service standards Culture & Collaboration " Work closely within the Client Services team and wider business to deliver exceptional service " Support colleagues and share workload to ensure service consistency " Promote teamwork, professionalism, and a positive, client-first culture Skills & Experience " Strong organisational skills and attention to detail " Excellent communication and interpersonal abilities " Proficient in Microsoft Word and Excel " Professional, adaptable, and keen to learn " A proactive and solutions-focused mindset " Previous administrative experience (ideally within financial services) would be beneficial, though not essential What's on Offer " Salary £26,000 - £28,000 (depending on experience) " Pension: 8% employer contribution (after 3 months) " Death in Service: 3x salary (after 3 months) " Critical Illness Cover: 1x salary (after 12 months) " Income Protection: 75% of pre-disability salary (after 12 months) " Holiday: 22 days + 3 days at Christmas + Bank Holidays (rising to 24 days in 2026) " Support for professional qualifications with exam bonuses up to £100 per pass " Supportive culture with strong emphasis on personal development and career growth Apply Now If you're organised, detail-oriented, and eager to develop your career in financial services, this is a brilliant opportunity to join a successful firm in the heart of Manchester. NJR16134

Paraplanner, Salary up to £40,000 Birmingham based Early finish on Friday's X4 Death In service Our Client are a Boutique Firm of Independent Financial Planners who hold an excellent reputation in the Industry for Providing bespoke Financial Planning Advice to high net worth individuals. Due to their continued growth now have an excellent opportunity for a talented Paraplanner to join their dynamic organisation to provide technical research and suitability report writing services to a team of financial advisers. The Paraplanner will need to ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business. This is a role that offers more than your traditional Paraplanner duties, you will be consulted throughout the advice process to utilise your knowledge and experience in the creation of high-quality advice recommendations in working alongside experienced Financial Planner. The role will also entail other technical tasks including the completion of in-depth tax calculations and detailed cash flow forecasts for example. Responsibilities. " Producing detailed suitability reports in all areas of advice. " Completing annual review letters " Dealing with ad hoc requests from adviser such as research tasks for upcoming client meetings, tax calculations and support needed to deliver great client outcomes. " Working closely with advisers and will be directly involved in moulding detailed advice recommendations. " Producing cash flow forecasts for clients. " Being able to work effectively with other teams within the business. " Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log. About you " Will be level 4 Diploma qualified with a desire to progress further. " Have high attention to detail, and an appreciation of the importance of data accuracy " Enjoy problem solving, working within a team to build a variety of solutions to enhance clients lives through great financial planning. " Have sound IT skills and a working knowledge of Microsoft Office. Previous experience with Voyant, FE analytics and Dynamic planner preferred Our client is looking for a Self-motivated, driven, passionate individual to join them and hit the ground running, alongside delivering a high degree of professionalism. For more information please contact one of specialist consultants quoting REF: NJR16102

Paraplanner - Financial Planning Location: Hybrid Working Available Salary: Up to £42,00 Full-Time Permanent NJR Recruitment is delighted to be representing a respected, forward-thinking financial planning firm that is looking to appoint an experienced Paraplanner to join its established team. This is an exciting opportunity for a detail-focused, Diploma-qualified professional who takes pride in delivering high-quality, compliant, and client-focused work. You'll be joining a business that values collaboration, integrity, and professionalism - ensuring clients receive the best possible outcomes at every stage of the advice process. The Role As a Paraplanner, you will work closely with Financial Advisers and Administrators, providing expert technical support and ensuring the smooth delivery of advice and client service. You'll be responsible for compiling suitability reports, conducting detailed research and analysis, and ensuring all work adheres to regulatory standards and internal procedures. Key Responsibilities Review fact finds, risk profiles, and client information to fully understand client objectives Conduct research and analysis including: Fund, product, and platform comparisons Taxation implications (IHT, CGT, LTA, CEG) Risk profiling and portfolio analysis Charges and cost comparisons Produce clear, compliant suitability reports tailored to client needs Work collaboratively with Advisers to refine recommendations where required Submit cases for compliance checks and implement any feedback Maintain detailed and accurate client records using Intelligent Office Manage workload effectively and ensure all cases are completed within agreed timescales Escalate any potential service issues and support continuous process improvements Adhere to Treating Customers Fairly (TCF) and Consumer Duty principles at all times What We're Looking For Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential Proven experience in a full paraplanning role , supporting Financial Advisers across pensions, investments, and protection Strong knowledge of research tools such as: Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner Understanding of centralised investment propositions, model portfolios, and DFMs Excellent report writing skills with the ability to produce bespoke client recommendations High attention to detail and strong organisational ability Excellent communication skills (written and verbal) Strong Microsoft Office proficiency and experience with back-office systems Ability to prioritise multiple tasks and deliver to deadlines in a fast-paced environment What's on Offer Competitive salary package Hybrid working flexibility 25 days holiday plus bank holidays Pension and private medical cover Supportive, professional, and collaborative working environment Ongoing training, CPD, and career development opportunities Apply Now If you are an experienced Paraplanner seeking a new opportunity within a growing, professional, and client-focused firm, apply today. NJR16135

IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787

Paraplanner - Financial Planning Location: Central Manchester Salary: Up to £45,000 DOE + Benefits Full-Time Permanent Monday-Friday (Flexible Hours 8am-5pm) NJR Recruitment is delighted to be representing a leading, modern financial planning firm based in Central Manchester, who have been recognised as a Top 100 UK Financial Adviser by FT Adviser for multiple consecutive years . Due to continued growth, a fantastic opportunity has arisen for an ambitious Paraplanner to join their collaborative and forward-thinking team. With over 55 professionals including Advisers, Paraplanners, and Administrators, this firm is dedicated to delivering high-quality financial planning and client outcomes, specialising in pensions and investments . This is a fully office-based role in a vibrant city-centre location. The Role As a Paraplanner, you will provide essential support to advisers by conducting detailed research and producing clear, compliant suitability reports. You'll play a key role in ensuring that clients receive tailored financial planning advice, particularly in pensions and investments. Working alongside a dedicated team of paraplanners and advisers, you'll have the chance to contribute ideas, suggest process improvements, and develop professionally in a supportive and structured environment. Key Responsibilities Research and analyse pensions and investment products to prepare suitability reports Support a team of Wealth Management and New Business Advisers with high-quality technical input Collaborate across the business to drive great client outcomes Suggest and implement process improvements where appropriate Maintain high standards of compliance and risk management Undertake CPD and ongoing training for continuous improvement What We're Looking For Minimum 1-3 years' paraplanning experience , ideally with a focus on pensions and pension switching Proven experience within an IFA/financial planning environment Strong technical knowledge and ability to produce accurate, compliant financial reports Excellent organisational, analytical, and problem-solving skills Proficiency in financial planning software and Microsoft Office (experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension, or FE Analytics is desirable) Diploma in Financial Planning (or working towards) Proactive, motivated, and a strong team player What's on Offer Salary up to £45,000 (DOE) Company pension scheme with employer contributions Private Medical Insurance (after initial probation) 25 days holiday plus bank holidays Regular company events and strong social culture Study support towards CII exams - including study leave and exam pass bonus Annual appraisals and 6-month reviews with clear career progression pathways Modern city-centre offices, close to transport links Supportive, friendly, and collaborative environment Apply Now If you're an experienced Paraplanner looking for a long-term role in a modern, award-winning financial planning firm in Central Manchester, this could be the ideal next step. NJR16104

IFA Administrator Hull - Office Based Up to £28,000 + Benefits NJR Recruitment is delighted to be working with a well-established Independent Financial Advice firm in Hull who are looking to recruit an organised and detail-focused IFA Administrator to join their friendly and professional team. This is a fantastic opportunity for someone who enjoys administration within a client-focused environment and is keen to build a career in financial services. The Role: As an IFA Administrator, you will play a key role in supporting advisers and ensuring clients receive the highest levels of service. Responsibilities include: Processing new business applications across pensions, investments, and protection Preparing valuations, review packs, and client meeting documentation Maintaining accurate client records and updating back-office systems Liaising with providers, clients, and third parties to chase information and updates Supporting advisers with day-to-day administration and client service tasks About You: We are looking for someone who can demonstrate: Previous experience in professional services administration (financial services, legal, accountancy, or similar) Ideally, experience within an IFA or wealth management firm (preferred but not essential) Excellent organisational skills and attention to detail A professional, client-focused approach with confident communication skills Tech savvy Ability to work independently and as part of a small, supportive team What's on Offer: Salary up to £28,000 depending on experience Full-time, office-based role in Hull A supportive team environment with long-term career progression opportunities Enhanced pension scheme 28 days holiday + bank holidays, increasing with service PMI scheme Death in Service cover Immediate start available This is an excellent opportunity for a career administrator who wants to be part of a growing independent financial advice practice, where your contribution will be valued, and you'll have the chance to develop your skills further. Apply today or contact NJR Recruitment quoting NJR16112 to find out more.

Financial Adviser Lincoln £60,000 - £80,000 Our Client is a highly successful and innovative National IFA firm with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their Lincoln based team. This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team. This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients. What's in it for you? " Great basic salary " Generous bonus structure " Full admin and paraplanning support " Clients provided " 25 days annual leave & Bank Holidays " Additional day off for your birthday " Contributory pension scheme " Private Healthcare " Life assurance " Health insurance " Charity volunteer days " Excellent Training and Development As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers, as well as servicing an existing client base. Duties will include: " Speaking to clients in person, through video calls and telephone " Conduct thorough fact finds " Present financial options to clients " Work with the paraplanning and compliance teams " Conduct annual reviews What we need from you: " Previous experience as a financial planner with current CAS, preferably from an independent setting, is essential " A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc " Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest " Excellent communication skills " Driving licence and own vehicle Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR16107

Financial Services Administrator Location: Lytham Hybrid Working Available Salary: Up to £28,000 DOE + Benefits Full-Time Permanent (37.5 hours per week) Our client is a reputable and well-established firm of Independent Financial Advisers seeking to appoint an additional Administrator to join their close-knit team. Working in collaboration with Financial Advisers, and a team of Paraplanners. As a Financial Services Administrator, you will provide essential support to advisers and paraplanners, ensuring clients receive the highest standard of service. From preparing review packs to processing new business and maintaining accurate client records, you'll play a key part in delivering excellent outcomes for both personal and corporate clients. Key Responsibilities " Prepare documentation for client review meetings, including portfolio valuations " Provide first-class client service, handling enquiries and supporting strong relationships " Maintain accurate and compliant client records " Process new business applications and review paperwork within agreed timescales " Liaise with advisers, paraplanners, providers, and third parties to ensure smooth administration " Support firm-wide compliance by adhering to all regulatory requirements " Collaborate with colleagues to deliver a seamless client experience What We're Looking For " Minimum 2 years' experience in an IFA/financial planning administration role " Experience using multiple platforms and IT systems to support the financial planning process " Strong organisational skills with the ability to prioritise and multitask " High attention to detail with excellent time management skills " Strong written and verbal communication skills " Proficiency in Microsoft Office (Word, Excel, Outlook essential) " A proactive, professional, and team-oriented approach What's on Offer " Salary up to £28,000 (DOE) " Hybrid working available to support work-life balance " 37.5-hour working week " Competitive benefits package " Supportive and collaborative team environment " Opportunities for long-term career progression within financial services Apply Now If you are an experienced IFA/Financial Services Administrator seeking a new opportunity with a professional and supportive firm in Lytham, we'd love to hear from you NJR16120

Paraplanner - Financial Planning Location: Lytham Hybrid Working Available Salary: Up to £40,000 DOE + Benefits Full-Time Permanent (37.5 hours per week) Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success. As a Paraplanner, you will provide high-quality technical support to advisers, carrying out research, preparing detailed suitability reports, and ensuring client records and recommendations are accurate and compliant. You'll be involved in pensions, investments, tax, and retirement planning, with the chance to develop your expertise further while supporting advisers in delivering excellent client outcomes. Key Responsibilities " Conduct research on financial products and funds, including pensions and investments " Prepare detailed suitability reports and supporting documentation for advisers " Support advisers with technical queries and client recommendations " Maintain accurate client records, including compliance and risk profiles " Ensure all work is carried out in line with FCA regulations and industry standards " Build strong relationships with clients, handling queries and providing technical support " Stay up to date with industry changes, products, and legislation " Collaborate closely with advisers and administrators to deliver a seamless client experience What We're Looking For " Minimum 2 years' paraplanning experience (writing complex and detailed reports) " Level 4 Diploma in Financial Planning (or equivalent) - essential (or working towards) " Strong technical knowledge across pensions, investments, tax, and retirement planning " Excellent report writing, analytical, and problem-solving skills " High attention to detail with strong organisational skills " Proficiency in Microsoft Office (Word, Excel, Outlook essential) " Strong written and verbal communication skills, with the ability to explain complex concepts clearly " Team-oriented, proactive, and committed to continuous learning What's on Offer " Salary up to £40,000 (DOE) " Hybrid working available to support work-life balance " 37.5-hour working week " Competitive benefits package " Professional, supportive, and collaborative working environment " Study support and ongoing CPD to further qualifications " Long-term career development within financial services Apply Now If you're an experienced or semi-qualified Paraplanner looking for a new opportunity in Lytham with a supportive and established firm, we'd love to hear from you. For further information please contact one of specialist consultant quoting NJR16121