Qualified Paraplanner Bury Area / 2 days WFH Salary: up to £45,000 Are you an experienced Qualified Paraplanner looking to join a supportive and collaborative financial planning firm where your technical expertise is genuinely valued? NJR Recruitment is working in Partnership with a small firm of Independent Financial Planners who is seeking a proactive and detail-oriented Qualified Paraplanner to work closely with a team of Financial Planners, to provide high-quality technical support, research and compliant report writing. The Role You'll be responsible for supporting Financial Planners throughout the advice process, preparing suitability reports, carrying out technical research, and ensuring client recommendations are delivered accurately and compliantly. You'll also act as a key point of contact for clients and providers, helping to ensure a smooth and professional client experience from start to finish. Key Responsibilities Prepare compliant suitability reports and technical recommendations Conduct research across pensions, investments and protection products Work closely with Financial Planners to develop tailored client recommendations Review client investment portfolios, asset allocations and risk profiles ...
Qualified Paraplanner employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
