Paraplanner
Location: Harrogate
Salary: £35,000 - £45,000


This is an excellent opportunity for a Diploma-qualified Paraplanner to progress your career within a well-established and fast-growing financial planning firm. You’ll be joining a business that places real value on its paraplanning function, recognising it as central to delivering high-quality advice and outstanding client outcomes.


The Role
As a Paraplanner, you will work closely with Financial Advisers to support the end-to-end financial planning process. This is a highly technical role requiring strong analytical skills, attention to detail, and a commitment to delivering compliant, high-quality advice.


Key Responsibilities
*Use financial planning software to model scenarios and projections
*Prepare and review suitability reports, investment proposals and client documentation
*Carry out product and fund research across pensions, investments, protection and estate planning
*Collaborate closely with advisers to implement tailored financial strategies
*Maintain accurate and up-to-date client records on back-office systems
*Stay up to date with regulatory changes, market developments and industry best practice


What do we need from you?


Essential
*CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Strong knowledge of pensions, investments, protection and estate planning
*Excellent analytical and report-writing skills
*Strong attention to detail and organisational ability
*Experience using back-office systems such as Genovo and/or Intelliflo Office


What’s on Offer
*Career progression within a growing paraplanning function
*Full support towards Chartered status
*Supportive, professional and collaborative working environment


Apply today via NJR Recruitment or call quoting the reference NJR16428


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.