Paraplanner - Financial Planning

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