Paraplanner
Location: Keighley
Salary: Up to £35,000 (dependent on experience)
Job Type: Full-time, Permanent


We are recruiting for an experienced Paraplanner to join a well-established and growing financial planning firm based in Keighley.
This is an excellent opportunity for a technically strong paraplanner to work closely with advisers, supporting the delivery of high-quality, compliant financial advice across pensions, investments, and protection.


The Role
As a Paraplanner, you will play a key role in the advice process, providing technical support to advisers and ensuring recommendations are accurate, compliant, and tailored to client objectives.


Key Responsibilities
*Research and analysis across pensions, investments, and protection
*Preparation of suitability reports and client recommendation letters
*Assisting advisers with complex case planning and technical queries
*Cashflow modelling and portfolio analysis where required
*Liaising with providers, platforms, and internal teams
*Ensuring all documentation meets regulatory and compliance standards
*Maintaining accurate records on back-office systems


Skills & Experience Required
*Previous experience in a Paraplanning role is essential
*Strong knowledge of pensions and investments
*Experience using adviser back-office systems and research tools
*Excellent written and verbal communication skills
*High attention to detail and strong analytical ability
*Working towards, or holding, CII Level 4 Diploma (desirable)


What’s on Offer
*Salary up to £35,000, depending on experience
*Supportive, collaborative working environment
*Ongoing professional development and exam support
*Long-term career progression opportunities


Apply today via NJR Recruitment or call quoting the reference NJR16424
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.