Paraplanner

NJR Recruitment; Wakefield; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Study support

Holiday allowance

Bonus scheme

Pension

Free parking

Career progression

Job summary

NJR Recruitment in Wakefield is seeking a Paraplanner to support Financial Planners by preparing client financial plans, reports, and research to ensure high-quality, efficient advice. You will gather data, analyse options, and present recommendations with precision.

Salary range £35,000-£40,000 and benefits including study support, 25 days holiday plus bank holidays, pension, free parking and clear career progression within a supportive team.

Qualifications

• The candidate should have experience as a paraplanner and familiarity with pensions, investments and estate planning.
• Strong research, analytical and report-writing abilities are required.
• Excellent communication skills and professionalism are essential.

Responsibilities

• Identify and obtain information to compile financial cash flow forecasts.
• Research and analyse financial products to meet client requirements.
• Present technical data clearly and accurately.
• Assist with FCA related issues as needed.
• Research products to support recommendations.
• Compile financial planning reports.
• Liaise with legal and tax advisors.
• Monitor client portfolios.

Skills

Financial planning

Research analysis

Communication skills

Paraplanner experience

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner

Wakefield

£35,000 - £40,000

NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.

Working out of their offices based in Wakefield you will be supporting the Financial Planners in preparing client financial plans, reports, researching and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

What's in it for you?

• Study Support
• 25 Days Holiday + Bank Holidays
• Bonus Scheme
• Pension
• Free Parking
• Excellent career progression

Responsibilities:

• Identify and obtain information necessary to compile financial cash flow forecast
• Managing the research & analysis of financial products to meet client's requirements
• Managing and presentation of technical data
• Assisting with any FCA related Issues
• Researching products to support recommendations
• Compiling financial planning reports
• Liaise with legal and tax advisors
• Monitor client portfolios

What do we need from you?

The successful candidate will need to have previous experience working as a Paraplanner.

It is essential that you are familiar with a range of Pensions, Investments and Estate Planning

Level 4 Diploma in Financial Planning

Experience writing Suitability Letters and having solid communication skills is also required

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism