Paraplanner | Study Support & Career Progression

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

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.