Paraplanner - Wealth Management

NJR Recruitment; Greater London; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A recruitment agency is seeking an experienced Paraplanner for a reputable firm in Milton Keynes. This role involves drafting suitability reports and conducting product research. The ideal candidate will have at least 2 years' experience and strong communication skills. The position offers hybrid working and various benefits including a pension scheme and flexible hours.

Benefits

AE Pension Scheme with 5% matched contributions

3 x DIS after probationary sign off

PHI and PMI after probationary sign off

Free onsite parking

Finish at 12 noon every Friday

Hybrid flexibility

Qualifications

• Minimum of 2 years' experience in a Paraplanner role.
• Comfortable working independently and collaboratively within a team.
• Experience with back-office systems is preferred.

Responsibilities

• Draft high-quality suitability reports for Bonds, Pensions, and Investments.
• Conduct product and fund research in conjunction with the Portfolio Manager.
• Update and maintain the back-office system (Intelligent Office).

Skills

Strong communication skills

Problem-solving skills

Time management

Organizational skills

Education

Diploma qualified (or working towards it)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Intelligent Office

Job description

Overview

Paraplanner - Wealth Management

Location: Milton Keynes

Salary: up to GBP45,000 (Experience dependent)

Hybrid working

We are representing a very well-established Firm of independent Financial Planners who have built up an excellent reputation within the Industry and as a result of their continues growth are now looking for an experienced Paraplanner to join their dynamic business.

This is an exciting opportunity to be part of a professional, collaborative environment where high-quality client service and technical excellence are key priorities.

Our Client Manages approximately 450 million of Clients assets which is growing by the day, the successful candidate will be working closely with 2/3 Financial Planners to execute bespoke Suitability reports.

Benefits

• AE Pension Scheme with 5% matched contributions after probationary period
• 3 x DIS after probationary sign off
• PHI and PMI after probationary sign off
• Free onsite parking and virtual parking permit provided
• Finish at 12 noon every Friday
• Hybrid flexibility

Key Responsibilities

• Drafting and packaging high-quality suitability reports for Bonds, Pensions, and Investments
• Proofreading and compiling reports, including printing and binding where required
• Gathering and preparing illustrations, key features, KIIDs, and application forms
• Conducting product and fund research in conjunction with the Portfolio Manager
• Supporting technical queries and liaising with advisers, clients, and product providers
• Cash Flow Modelling and contributing to client financial planning processes
• Keeping technical knowledge of products, platforms, and providers up to date
• Ensuring compliance by checking fact finds, AML documents, and client agreements
• Updating and maintaining the back-office system (Intelligent Office)
• Attending quarterly adviser days and contributing to the firm's CPD structure

Experience and Skills Required

• Diploma qualified (or working towards it)
• Minimum of 2 years' experience in a Paraplanner role
• Strong communication and problem-solving skills
• Highly organised with excellent time management
• Comfortable working independently and collaboratively within a team

Systems Knowledge

• Confident with Microsoft Outlook, Word, and Excel (intermediate level)
• Experience with back-office systems such as Intelligent Office (or similar)
• Familiarity with tools such as ATEB, O&M Profiler, and FE Analytics
• Working knowledge of platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirable

This is a great opportunity for someone looking to take the next step in their Paraplanning career within a supportive and forward-thinking environment.

If you are an experienced paraplanner, apply today via NJR Recruitment quoting NJR16097