Paraplanner

  • NJR Recruitment
  • Hull, Yorkshire
  • May 23, 2026
Full time Banking Finance

Job Description

Paraplanner

Hull

Up to £40,000 DOE + Bonus

Hybrid / Predominantly Remote Working

NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team.

This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility.

The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression.

The Role

Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing.

Key responsibilities will include:

  • Writing high-quality suitability reports across a full range of pensions, investments and estate planning
  • Conducting research and analysis to support adviser recommendations
  • Preparing client review documentation and recommendation packs
  • Liaising with advisers, administrators and providers to progress cases
  • Supporting advisers with technical queries and planning strategies
  • Ensuring documentation meets compliance and FCA standards

About You

  • Previous experience within an IFA / Financial Planning environment
  • Strong experience writing suitability reports is essential
  • Good technical understanding of financial planning products and advice processes
  • Level 4 Diploma not essential, though progression towards qualifications would be advantageous
  • Strong attention to detail and written communication skills
  • Organised, proactive and able to work independently

What's on Offer

  • Salary up to £40,000 DOE
  • Bonus scheme
  • Predominantly remote / hybrid working
  • Flexible working hours
  • Excellent long-term development opportunities
  • Private Medical Insurance (PMI)
  • Death in Service (DIS) benefit
  • Supportive and collaborative team environment

This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning.

For a confidential discussion, please contact NJR Recruitment quoting NJR16699