Full job descriptionParaplanner
Salary: Competitive, dependent on experience
Location: Leeds
Benefits: 25 Days Holiday, Pension Scheme, Death in Service & Income Protection
NJR Recruitment is delighted to be working with an established financial planning firm that is looking to recruit an experienced and motivated Client Relationship Manager (Paraplanner) to join its growing team.
This is an excellent opportunity for a career-focused Paraplanner who is passionate about delivering high-quality financial planning support and enjoys working closely with Financial Advisers to achieve outstanding client outcomes.
The Role
As Client Relationship Manager (Paraplanner), you will provide technical support to Financial Advisers across a broad range of financial planning areas, including pensions, retirement planning, investments and taxation.
You will be responsible for analysing clients’ existing arrangements, researching appropriate solutions and preparing clear, accurate and compliant recommendations tailored to individual circumstances and objectives.
Key Responsibilities:
*Conduct detailed research into clients’ existing financial arrangements, identifying potential gaps and opportunities.
*Prepare comprehensive financial planning strategies and suitability reports, ensuring recommendations align with client objectives.
*Undertake whole-of-market research across pensions, investments and other financial planning solutions.
*Support Advisers with pre- and post-retirement planning, including pension transfers.
*Analyse existing investment portfolios and prepare valuations, performance commentary and recommendations.
*Produce high-quality, personalised reports written in clear, client-friendly language.
*Assess clients’ attitude to risk, capacity for loss, investment knowledge and financial objectives.
*Prepare research, quotations and supporting documentation ahead of client meetings.
*Liaise closely with Financial Advisers throughout the research and recommendation process.
*Ensure all advice documentation complies with FCA regulations and internal compliance procedures.
*Work collaboratively with compliance and administration teams to support the approval and processing of new business.
*Maintain accurate client records, case notes and workflow updates using back-office systems.
*Manage workloads effectively, ensuring reports and recommendations are delivered within agreed timescales.
*Contribute to continuous improvement initiatives and share best practice with fellow Paraplanners.
About You
Our client is looking for an experienced Paraplanner with a strong technical background and a genuine commitment to delivering exceptional client service.
The ideal candidate will have:
*Proven experience working in a Paraplanning role within an independent financial planning or wealth management environment.
*Strong technical knowledge of pensions, retirement planning, investments and taxation.
*Experience researching financial planning solutions and producing detailed suitability reports.
*A sound understanding of the FCA regulatory framework and financial advice compliance requirements.
*Excellent analytical skills, with the ability to interpret complex financial information and develop appropriate recommendations.
*Strong written communication skills and the ability to explain technical concepts clearly.
*Exceptional attention to detail and a commitment to producing accurate, high-quality work.
*Excellent organisational and time-management skills, with the ability to manage multiple cases and deadlines.
*Confidence using financial planning software, research tools and back-office systems.
*A collaborative approach, with the ability to build effective working relationships with Advisers, colleagues and external providers.
*A proactive attitude and a genuine desire to develop professionally.
Qualifications & Professional Development
Candidates should have commenced studying towards the CII Level 4 Diploma in Regulated Financial Planning, with a commitment to achieving Diploma status and ultimately progressing towards Chartered status.
Our client is particularly interested in individuals who are ambitious, technically minded and looking to build a long-term career in Paraplanning.
Salary & Benefits
Our client offers a competitive salary alongside a comprehensive benefits package, including:
*Competitive salary, dependent on experience.
*25 days’ annual leave, with additional holiday entitlement linked to length of service.
*Company pension scheme, with 3% employer and 4% employee contributions.
*Death in service benefit of four times annual salary.
*Permanent Health Insurance / Income Protection, providing 75% of salary up to age 65, subject to a 13-week deferred period and policy terms.
*Opportunities for ongoing training, professional development and career progression.
Apply today via NJR Recruitment or call quoting the reference NJR17100