PARAPLANNER

NJR Recruitment; Manchester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An innovative firm is seeking Trainee Paraplanners to join their National Paraplanning Team. This exciting opportunity offers a full-time, permanent role with flexible working options, including hybrid and remote arrangements. As a Trainee Paraplanner, you will support experienced consultants in delivering essential Wealth Management services, contributing to the planning and execution of client strategies. With a focus on career progression and development, this role provides a supportive environment for professional growth and the chance to engage in meaningful social activities. Join a team that values collaboration and client success!

Benefits

Share Incentive Plan

Life Assurance

Income Protection

Health Cash Plan

Qualifications

• Working towards a Diploma in Regulated Financial Planning or equivalent.
• Sound technical knowledge of financial products like pensions and protection.

Responsibilities

• Support clients with information gathering and planning.
• Provide technical and investment advice on wealth management.

Skills

Diploma in Regulated Financial Planning

Technical knowledge of financial products

Knowledge of regulations and legislation

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote, and Office-based to suit the individual's needs.

The Role:

Our client's Paraplanners contribute to group-wide requirements by supporting primarily our consultants, along with other teams when required. As a Paraplanner, you will work as part of a team to assist Directors and Senior Consultants in providing technical Wealth Management support for delivering key products and services to clients.

Responsibilities:

The successful applicants will support clients with information gathering and planning, from initial stages to delivery on a case-by-case basis. You may also act as an additional point of contact for clients alongside Client Relationship Managers.

Other responsibilities include:

• Providing technical and investment advice support on all aspects of clients' requirements and wealth management planning.
• Preparing, reviewing, and updating letters, proposals, and reports (with consultant guidance), paying attention to clients' risk management positions.
• Supporting the delivery of the Group's products and services to clients, including cash management, tax products, and special projects.

What You Need to Succeed:

• Having or working towards a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (equivalent qualifications accepted).
• Sound technical knowledge of financial products relevant to client requirements, including pensions, protection, and personal wealth management.
• Up-to-date knowledge of relevant regulations, legislation, policies, and procedures.
• As this role is a certification function under SMCR, the role holder will need to undertake annual FIT assessments and reissue certification annually.

In addition to excellent career progression, training, support, and a great office environment, you will have opportunities for promotion, participate in charity fundraising, and social activities.

Your benefits include:

• Share Incentive Plan
• Life Assurance
• Income Protection
• Health Cash Plan

Contact Us:

For more information, contact us today. NJR REF: 15386

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Job Overview:

• ID: 1464518
• Date Posted: 1 day ago
• Expiration Date: 03/06/2025
• Location: Manchester

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