TechnicaL Paraplanner - Diploma Qualified

NJR Recruitment; Knutsford; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Free on-site parking

Hybrid work model

Job summary

NJR Recruitment is seeking an experienced Diploma qualified Technical Paraplanner for our Knutsford area office in Cheshire. The role supports Financial Planning advisers, delivering detailed suitability reports and technical analysis across pensions, investments and protection products.

You will prepare cashflow models (Voyant), liaise with providers, and maintain client records while working in a collaborative, hybrid environment with one day per week from home.

Qualifications

• Previous experience in a paraplanning role within financial services.
• Excellent suitability report writing skills.
• Strong knowledge of pensions, investments and protection products.
• Experience of cashflow modelling, ideally using Voyant.
• Good understanding of financial planning strategies and technical analysis.
• Excellent attention to detail and organisational skills.
• Strong communication skills and the ability to work collaboratively.
• Level 4 Diploma qualification is desirable, though candidates working towards it will be considered.

Responsibilities

• Prepare clear, compliant and client-focused suitability reports.
• Analyse existing client arrangements and identify opportunities to improve financial planning solutions.
• Assist Advisers with technical queries and financial planning strategies.
• Produce illustrations, product comparisons and supporting documentation.
• Support the management of client cases from initial instruction through to completion.
• Work closely with the administration team to ensure applications are processed accurately and efficiently.
• Monitor submitted business and liaise with providers to progress cases.
• Maintain accurate client records and ensure back-office systems are fully updated.
• Prepare cashflow models using Voyant.
• Analyse financial planning scenarios using Financial Express Analytics.
• Assist with client meeting preparation and follow-up actions.
• Provide technical support across pensions, investments, protection and trust planning.
• Work closely with Advisers, Administrators and the Practice Manager.
• Help maintain an efficient workflow across the advice process.
• Contribute ideas to improve processes and enhance client service.

Skills

Report writing

Pensions knowledge

Investments knowledge

Protection products

Cashflow modelling

Planning strategies

Attention to detail

Communication skills

Education

Level 4 Diploma

Tools

Voyant

Job description

Technical Paraplanner - Diploma Qualified

Knutsford Area, Cheshire

Up to £50,000

NJR Recruitment is delighted to be working with a highly regarded Financial Planning firm to recruit an experienced & qualified Technical Paraplanner to join their growing team based in Knutsford.

This is an excellent opportunity for a knowledgeable and technically strong Paraplanner looking to join a supportive, collaborative environment where you'll play a key role in delivering high-quality financial planning solutions. Working closely with Advisers and the wider support team, you'll be responsible for producing detailed suitability reports, carrying out research and helping deliver outstanding client outcomes.

If you're an experienced Paraplanner with excellent report writing skills and a passion for technical financial planning, we'd love to hear from you.

The Role

As a Paraplanner, you will provide technical support to Advisers across a broad range of financial planning cases, taking ownership of research, analysis and report preparation while supporting clients through every stage of the advice process.

Key Responsibilities

Technical Support

• Prepare clear, compliant and client-focused suitability reports.
• Analyse existing client arrangements and identify opportunities to improve financial planning solutions.
• Assist Advisers with technical queries and financial planning strategies.
• Produce illustrations, product comparisons and supporting documentation.

Case Management

• Support the management of client cases from initial instruction through to completion.
• Work closely with the administration team to ensure applications are processed accurately and efficiently.
• Monitor submitted business and liaise with providers to progress cases.
• Maintain accurate client records and ensure back-office systems are fully updated.

Financial Planning Support

• Prepare cashflow models using Voyant.
• Analyse financial planning scenarios using Financial Express Analytics.
• Assist with client meeting preparation and follow-up actions.
• Provide technical support across pensions, investments, protection and trust planning.

Team Collaboration

• Work closely with Advisers, Administrators and the Practice Manager.
• Help maintain an efficient workflow across the advice process.
• Contribute ideas to improve processes and enhance client service.

About You

The successful candidate will have:

• Previous experience in a Paraplanning role within Financial Services.
• Excellent suitability report writing skills.
• Strong knowledge of pensions, investments and protection products.
• Experience of cashflow modelling, ideally using Voyant.
• Good understanding of financial planning strategies and technical analysis.
• Excellent attention to detail and organisational skills.
• Strong communication skills and the ability to work collaboratively.
• Level 4 Diploma qualified is desirable, although candidates with strong Paraplanning experience who are working towards the qualification will also be considered.

What's on Offer?

• Salary up to £50,000, depending on experience.
• Hybrid working with one day per week working from home.
• Convenient Knutsford office with free on-site parking.
• Opportunity to join a supportive and professional Financial Planning firm.
• A varied and technically interesting role with exposure to complex financial planning cases.
• Collaborative working environment with genuine opportunities for career development.

If you're looking to join a business where your technical expertise will be valued and where you can continue to develop your career within Financial Planning, we'd love to hear from you.

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.