Senior Paraplanner
other jobs NJR Recruitment
Added before 3 Days
- England,Yorkshire and The Humber,North Yorkshire,Harrogate
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
Senior Paraplanner
Harrogate
£50,000 - £60,000
NJR Recruitment is working with a highly respected, technically driven UK financial planning firm that is looking to appoint an experienced Senior Paraplanner to join its established paraplanning function.
This is a genuinely senior, hands-on technical role, suited to an experienced paraplanner who enjoys complex planning work and wants to operate at the highest technical level within a professional, adviser-led environment.
The Role
You will play a key role in supporting advisers on complex client cases, producing high-quality, compliant suitability reports and acting as a senior technical reference point across the business.
Key responsibilities include:
*Producing detailed suitability reports across pensions, investments, protection and estate planning
*Carrying out detailed product and fund research
*Preparing cashflow models, projections and technical appendices
*Contributing to the ongoing development of paraplanning processes and templates
*Acting as a senior technical resource for advisers and paraplanners
*Reviewing work produced by junior paraplanners
*Providing coaching, guidance and technical mentoring
What do we need from you?
*Minimum of Level 4 Diploma in Financial Planning, although those with Level 6 qualifications would be of most interest
*Extensive experience as a paraplanner within a UK IFA firm
*Strong technical knowledge of UK pensions, investments and taxation
*High attention to detail with strong written communication skills
*A genuine long-term interest in paraplanning
*Confident mentoring and supporting junior paraplanners
What’s on Offer
*Salary of £50,000 – £60,000 (depending on experience)
*Very generous bonus structure
*26 days’ holiday + bank holidays
*Death in Service
*Critical Illness Cover
*Supportive, professional and highly technical culture
*Regular company socials and reward-based events
Why Apply?
This is an excellent opportunity to join a firm where technical excellence is genuinely valued, paraplanners are central to client outcomes, and experience is respected. The role offers real autonomy, challenging work and the chance to operate at a senior technical level without being pushed into an adviser role.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16416
Harrogate
£50,000 - £60,000
NJR Recruitment is working with a highly respected, technically driven UK financial planning firm that is looking to appoint an experienced Senior Paraplanner to join its established paraplanning function.
This is a genuinely senior, hands-on technical role, suited to an experienced paraplanner who enjoys complex planning work and wants to operate at the highest technical level within a professional, adviser-led environment.
The Role
You will play a key role in supporting advisers on complex client cases, producing high-quality, compliant suitability reports and acting as a senior technical reference point across the business.
Key responsibilities include:
*Producing detailed suitability reports across pensions, investments, protection and estate planning
*Carrying out detailed product and fund research
*Preparing cashflow models, projections and technical appendices
*Contributing to the ongoing development of paraplanning processes and templates
*Acting as a senior technical resource for advisers and paraplanners
*Reviewing work produced by junior paraplanners
*Providing coaching, guidance and technical mentoring
What do we need from you?
*Minimum of Level 4 Diploma in Financial Planning, although those with Level 6 qualifications would be of most interest
*Extensive experience as a paraplanner within a UK IFA firm
*Strong technical knowledge of UK pensions, investments and taxation
*High attention to detail with strong written communication skills
*A genuine long-term interest in paraplanning
*Confident mentoring and supporting junior paraplanners
What’s on Offer
*Salary of £50,000 – £60,000 (depending on experience)
*Very generous bonus structure
*26 days’ holiday + bank holidays
*Death in Service
*Critical Illness Cover
*Supportive, professional and highly technical culture
*Regular company socials and reward-based events
Why Apply?
This is an excellent opportunity to join a firm where technical excellence is genuinely valued, paraplanners are central to client outcomes, and experience is respected. The role offers real autonomy, challenging work and the chance to operate at a senior technical level without being pushed into an adviser role.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16416
Job number 3371729
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Company Details:
NJR Recruitment
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