Paraplanner
other jobs NJR Recruitment
Added before 1 Days
- England,North West,Cheshire
- Full Time, Permanent
- £43,000 - £45,000 per annum
Job Description:
Paraplanner
Location: Lymm, Cheshire
Salary: Up to £45,000 (depending on experience)
An established and forward-thinking Independent Financial Advice firm is seeking an experienced Paraplanner to join its dynamic and highly regarded team based in Lymm, Cheshire.
This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, supporting high-quality financial planning for High Net Worth individuals and businesses across the UK.
The Role
Working alongside a team of experienced Independent Financial Advisers, you will provide comprehensive paraplanning support, ensuring advice is robust, compliant, and tailored to client needs.
Key Responsibilities
*Provide technical paraplanning support to advisers across the business
*Attend client review meetings with advisers and produce accurate meeting notes
*Compile detailed suitability reports based on adviser recommendations, including:
*Investments
*Pensions
*SIPP and SSAS
*Pension property purchase
*Fund switches
*Undertake product and fund research to identify suitable client solutions
*Handle new business submissions and maintain compliant client records
*Use investment and wrap platforms efficiently
*Obtain illustrations and technical information from product providers
*Ensure ISA and CGT allowances are utilised effectively each tax year
*Deal with client queries and general enquiries in a professional and timely manner
*Liaise with clients, providers and introducers as required
About You
*Previous paraplanning experience within an IFA or wealth management practice is essential
*Strong technical knowledge across investments, pensions and tax planning
*Diploma in Financial Planning (or working towards) preferred
*Highly organised, proactive and detail-focused
*Strong communication skills and a collaborative, team-oriented approach
*Ability to manage workload effectively and prioritise tasks
*Desire to continue progressing through industry-recognised qualifications
What’s on Offer
*Salary up to £45,000 depending on experience
*Permanent health insurance
*Death in service benefit
*Exam support, qualification funding and exam pass bonuses
*Access to on-site gym facilities
*Attendance at corporate and social events
*Supportive, professional working environment with long-term career prospects
Apply today via NJR Recruitment, or call quoting the reference NJR16346
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Location: Lymm, Cheshire
Salary: Up to £45,000 (depending on experience)
An established and forward-thinking Independent Financial Advice firm is seeking an experienced Paraplanner to join its dynamic and highly regarded team based in Lymm, Cheshire.
This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, supporting high-quality financial planning for High Net Worth individuals and businesses across the UK.
The Role
Working alongside a team of experienced Independent Financial Advisers, you will provide comprehensive paraplanning support, ensuring advice is robust, compliant, and tailored to client needs.
Key Responsibilities
*Provide technical paraplanning support to advisers across the business
*Attend client review meetings with advisers and produce accurate meeting notes
*Compile detailed suitability reports based on adviser recommendations, including:
*Investments
*Pensions
*SIPP and SSAS
*Pension property purchase
*Fund switches
*Undertake product and fund research to identify suitable client solutions
*Handle new business submissions and maintain compliant client records
*Use investment and wrap platforms efficiently
*Obtain illustrations and technical information from product providers
*Ensure ISA and CGT allowances are utilised effectively each tax year
*Deal with client queries and general enquiries in a professional and timely manner
*Liaise with clients, providers and introducers as required
About You
*Previous paraplanning experience within an IFA or wealth management practice is essential
*Strong technical knowledge across investments, pensions and tax planning
*Diploma in Financial Planning (or working towards) preferred
*Highly organised, proactive and detail-focused
*Strong communication skills and a collaborative, team-oriented approach
*Ability to manage workload effectively and prioritise tasks
*Desire to continue progressing through industry-recognised qualifications
What’s on Offer
*Salary up to £45,000 depending on experience
*Permanent health insurance
*Death in service benefit
*Exam support, qualification funding and exam pass bonuses
*Access to on-site gym facilities
*Attendance at corporate and social events
*Supportive, professional working environment with long-term career prospects
Apply today via NJR Recruitment, or call quoting the reference NJR16346
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Job number 3228758
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Company Details:
NJR Recruitment
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