Paraplanner

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

Paraplanner

Salary: Up to £45,000 per annum

Location: Wilmslow - 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.