Hybrid Paraplanner for Complex Financial Planning

NJR Recruitment; Wilmslow; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Collaborative environment

Job summary

NJR Recruitment is recruiting an experienced Paraplanner for a growing financial planning business in Wilmslow. The role focuses on producing high-quality technical reports, researching complex cases, and supporting advisers to ensure compliant, client-focused outcomes.

The ideal candidate will hold a Level 4 Diploma in Regulated Financial Planning and have strong technical knowledge across pensions, investments, tax planning, and protection. Hybrid working offers flexibility and progression.

Qualifications

• Level 4 Diploma in Regulated Financial Planning, or equivalent.
• Proven experience working as a Paraplanner.
• Experience within a financial advice or wealth management environment.
• Strong technical knowledge of pensions, investments, tax planning and protection.
• Excellent suitability report writing skills.
• Strong understanding of FCA regulations and advice standards.
• Exceptional attention to detail and technical accuracy.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage competing priorities and meet deadlines within a fast-paced environment.
• A collaborative approach with the ability to work effectively across advice, administration and compliance teams.

Responsibilities

• Undertake detailed research and analysis to formulate appropriate financial planning advice.
• Prepare accurate, compliant and client-focused suitability reports and letters.
• Provide technical support across investments, pensions, inheritance tax, tax-efficient investments, trusts and protection.
• Prepare cash flow planning forecasts and supporting analysis.
• Provide technical research and guidance to advisers and management.
• Work collaboratively with advisers and administrators to ensure smooth delivery of client cases.
• Support the Head of Department, Directors and management as required.
• Contribute to the development and continuous improvement of paraplanning processes and procedures.
• Embed feedback, change and best practice across the team.
• Work closely with the Compliance team to ensure client files and advice meet FCA standards.
• Keep up to date with legislative, regulatory and industry developments affecting clients and the business.
• Manage multiple cases and priorities effectively while maintaining a high standard of accuracy.

Education

Level 4 Diploma in Regulated Financial Planning

Job description

NJR Recruitment is recruiting an experienced Paraplanner for a growing financial planning business in Wilmslow. The role focuses on producing high-quality technical reports, researching complex cases, and supporting advisers to ensure compliant, client-focused outcomes.

The ideal candidate will hold a Level 4 Diploma in Regulated Financial Planning and have strong technical knowledge across pensions, investments, tax planning, and protection. Hybrid working offers flexibility and progression.