Paraplanner – Warwick
Location: Warwick
Salary: Up to £38,000 DOE Benefits
Full-Time | Permanent | 37.5 Hours per Week
NJR Recruitment is proud to be working with a well-respected wealth management firm seeking an experienced Paraplanner to join their Warwick office. You’ll be part of a collaborative, forward-thinking team that delivers tailored financial solutions to clients, ensuring all advice is compliant, thorough, and client-focused.
Key Responsibilities
*Support financial planners by conducting in-depth research on financial products, funds, and providers
*Create high-quality suitability reports for pensions, investments, and protection cases
*Prepare cashflow modelling and detailed financial analysis
*Maintain due diligence and ensure all client files meet FCA requirements
*Liaise with clients, advisers, and administrators to gather and verify information
*Assist in identifying planning opportunities and solutions to meet client goals
What We’re Looking For
*Minimum of 2 years’ paraplanning experience in an IFA/wealth management setting
*Level 4 Diploma in Regulated Financial Planning (or working towards)
*Strong technical knowledge across a range of financial products
*Excellent report writing skills and attention to detail
*Confident in using financial planning software and Microsoft Office
What’s on Offer
*Competitive salary up to £38,000 DOE
*3% employer pension contribution
*23 days holiday bank holidays (increasing with service)
*Life cover, income protection, and company sick pay
*Opportunities for ongoing professional development and qualifications
Apply Now
If you’re a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you.
Apply today through NJR Recruitment and take the next meaningful step in your career.


NJR15991