Paraplanner
other jobs NJR Recruitment
Added before 6 Days
- England,North West,Greater Manchester
- Full Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
Full job descriptionParaplanner
Manchester
£35,000 - £40,000 DOE + Bonus
Hybrid Working (3 Days from Home)
NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Manchester-based team.
This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.
The Role
As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.
Key responsibilities will include:
*Conducting research and analysis across pensions, investments and protection
*Preparing and writing detailed suitability reports and recommendation letters
*Undertaking investment portfolio and risk analysis
*Preparing illustrations, projections and client review documentation
*Ensuring client files meet FCA and internal compliance standards
*Supporting advisers with ongoing client servicing and planning strategies
*Working collaboratively with administration and adviser teams to deliver excellent client service
About You
*Previous experience within a Paraplanning role is essential
*Experience writing technical suitability reports
*Good technical understanding of pensions, investments and financial planning products
*Level 4 Diploma essential
*Strong attention to detail and analytical skills
*Able to work effectively both independently and as part of a team
*Professional, organised and client-focused approach
What’s on Offer
*Salary up to £40,000 DOE
*Annual bonus opportunity
*Hybrid working – 3 days working from home
*25 days holiday + bank holidays
*Birthday day off
*Funded exams and paid study leave
*Strong long-term development and progression opportunities
*Life assurance
*Flexible benefits package
*Employee wellbeing support and discounts platform
This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers.
Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16733
Manchester
£35,000 - £40,000 DOE + Bonus
Hybrid Working (3 Days from Home)
NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Manchester-based team.
This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.
The Role
As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.
Key responsibilities will include:
*Conducting research and analysis across pensions, investments and protection
*Preparing and writing detailed suitability reports and recommendation letters
*Undertaking investment portfolio and risk analysis
*Preparing illustrations, projections and client review documentation
*Ensuring client files meet FCA and internal compliance standards
*Supporting advisers with ongoing client servicing and planning strategies
*Working collaboratively with administration and adviser teams to deliver excellent client service
About You
*Previous experience within a Paraplanning role is essential
*Experience writing technical suitability reports
*Good technical understanding of pensions, investments and financial planning products
*Level 4 Diploma essential
*Strong attention to detail and analytical skills
*Able to work effectively both independently and as part of a team
*Professional, organised and client-focused approach
What’s on Offer
*Salary up to £40,000 DOE
*Annual bonus opportunity
*Hybrid working – 3 days working from home
*25 days holiday + bank holidays
*Birthday day off
*Funded exams and paid study leave
*Strong long-term development and progression opportunities
*Life assurance
*Flexible benefits package
*Employee wellbeing support and discounts platform
This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers.
Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16733
Job number 3788561
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Company Details:
NJR Recruitment
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