Paraplanner - Fully Remote

NJR Recruitment Ltd; United Kingdom; Remote; GBP 35,000 - 42,000; Full time

Job summary

A leading national wealth management firm is looking for a Paraplanner to provide technical and investment support, with options for fully remote working. The role involves preparing reports, assisting clients, and requires a Diploma in Regulated Financial Planning. Excellent opportunities for career progression and professional development are offered.

Benefits

Career Progression

Training & Support

Group Pension Scheme

Life Assurance & Income Protection

Health Cash Plan

Share Incentive Plan

Social & Charity Events

Qualifications

• Strong technical knowledge across pensions, protection, and personal wealth management.
• Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards.
• Previous experience in a paraplanning role with a keen eye for detail and client care.

Responsibilities

• Provide technical and investment support across pensions, protection, tax, and wider wealth management.
• Prepare, review, and update suitability reports, proposals, and client letters.
• Assist in gathering information, analysing client needs, and supporting tailored financial plans.

Skills

Strong technical knowledge across pensions, protection, and personal wealth management

Proactive and collaborative approach

Attention to detail

Education

Diploma in Regulated Financial Planning or Certificate in Paraplanning

Job description

Overview

Paraplanner - Fully Remote (National Paraplanning Team)

Location: Fully Remote (Hybrid or Office options also available)

Salary: Up to £42,000 DOE

Excellent Company Perks & Benefits

Job Type: Full-time, Permanent

Why This Role?

NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment.

You'll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs.

Benefits You\'ll Receive

• Career Progression: Ongoing development with clear opportunities for promotion.
• Training & Support: Full professional development in a supportive team culture.
• Group Pension Scheme.
• Life Assurance & Income Protection.
• Health Cash Plan.
• Share Incentive Plan.
• Social & Charity Events - get involved in fundraising and team activities.

The Role - What You\'ll Be Doing

• Provide technical and investment support across pensions, protection, tax, and wider wealth management.
• Prepare, review, and update suitability reports, proposals, and client letters.
• Assist in gathering information, analysing client needs, and supporting tailored financial plans.
• Support delivery of group-wide products and services including cash management, tax solutions, and bespoke projects.
• Be an additional point of contact for clients alongside Client Relationship Managers.

What We\'re Looking For

• Diploma in Regulated Financial Planning (or Certificate in Paraplanning) - or working towards.
• Strong technical knowledge across pensions, protection, and personal wealth management.
• Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards.
• Previous experience in a paraplanning role with a keen eye for detail and client care.
• A proactive and collaborative approach, with the ability to support consultants and clients alike.

Why Apply?

This is your chance to join a national, growing firm that invests in its people, supports career development, and offers the flexibility of fully remote working while still keeping you connected to a collaborative team.

Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion