Job Description
Paraplanner
Altrincham
Salary: Up to £45,000 (Depending on Experience)
Full-Time Permanent
NJR Recruitment is delighted to be representing a highly respected and forward-thinking financial planning firm based in South Manchester, who are now seeking an experienced Paraplanner professional to join their growing team. This is a fantastic opportunity to work closely with experienced advisers in a business renowned for delivering exceptional financial planning and investment advice. You'll play a key role in supporting client recommendations, carrying out in-depth research, and producing high-quality, compliant reports.
The Role
Working as part of a collaborative technical team, you'll support financial consultants and administrators in the preparation of investment reports and technical research to ensure clients receive clear, well-informed, and competitive advice.
Key Responsibilities:
" Create detailed investment reports for new and existing clients.
" Prepare pre-investment packs to support adviser recommendations.
" Conduct comprehensive research across investment markets and financial products.
" Provide ongoing technical support to advisers and administrators.
" Liaise with investment and insurance providers to maintain strong relationships.
" Ensure all documentation meets compliance and professional standards.
Skills & Experience Required
" Minimum 2 years' experience in a Paraplanning or technical support role within a financial planning environment.
" Strong understanding of investments, pensions, and financial planning products.
" Ideally working towards or holding the Level 4 Diploma in Regulated Financial Planning.
" Excellent analytical and report writing skills with a keen eye for detail.
" Proficient with Microsoft Office and confident handling multiple priorities.
" Strong communication and interpersonal skills with a client-focused approach.
" The ability to understand the needs of vulnerable clients and handle sensitive situations with professionalism and care.
What's on Offer
" Competitive salary up to £45,000, depending on experience.
" Clear professional development pathway, with full study support towards industry qualifications.
" Opportunity to work in a professional, supportive, and ethical environment.
This is a brilliant opportunity for an experienced paraplanner or investment support professional looking to advance their career in a modern, client-focused financial planning firm.
To apply, contact NJR Recruitment today quoting Ref: NJR16168
