Paraplanner

NJR Recruitment; Lancashire; Hybrid; GBP 27,000 - 45,000; Full time

Benefits offered by this job

Salary up to £45,000

Hybrid work: 3 days in office

Job summary

NJR Recruitment is seeking an experienced Paraplanner in Wigan with hybrid working options (3 days in the office, 2 days WFH). The role emphasizes producing high-quality technical reports and supporting advisers to ensure compliant, client-focused outcomes.

The ideal candidate holds a Level 4 Diploma in Regulated Financial Planning and has a background in financial planning or wealth management, with strong FCA knowledge and report-writing skills.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent is required.
• Proven experience working as a Paraplanner in financial advice or wealth management.
• Strong technical knowledge of pensions, investments, tax planning and protection.
• Excellent suitability report writing skills and FCA compliance understanding.

Responsibilities

• Undertake detailed research and analysis to formulate financial planning advice.
• Prepare accurate, compliant 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.
• Collaborate with advisers and administrators to deliver client cases.

Skills

Paraplanner experience

Wealth management experience

Pensions knowledge

FCA regulations

Report writing

Analytical skills

Communication skills

Prioritization

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Paraplanner

Salary: Up to £45,000 per annum

Location: Wigan - Hybrid, 3 days office / 2 days WFH

Qualification: Level 4 Diploma required

About the Role

We are delighted to be recruiting for an experienced Paraplanner to join a growing financial planning business.

This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys working on complex cases, producing high-quality technical reports and contributing to a collaborative team environment.

Working closely with advisers, paraplanners, administrators and compliance, you will play a key role in ensuring advice is technically accurate, compliant and focused on delivering excellent client outcomes.

Key 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.

About You

You will be an experienced Paraplanner with strong technical knowledge and a genuine commitment to delivering high-quality financial advice.

Essential experience and skills:

• 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.

What's on Offer?

• Salary up to £45,000
• Hybrid working, with 3 days in the office and 2 days working from home
• Opportunity to join a growing and collaborative financial planning environment.
• Exposure to complex and varied financial planning cases.
• The opportunity to contribute to improving processes and advice standards.
• Excellent scope for professional development and career progression.

If you're a Diploma-qualified Paraplanner looking for your next opportunity where your technical expertise and contribution can make a real difference, we'd love to hear from you.

Please note: we can only consider candidates who offer the relevant experience as outlined in the advert

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.

NJR16942