Job Description
Qualified Paraplanner
Salary: £38,000 - £45,000
Location: Altrincham (Hybrid)
About the Role
We are looking for a skilled Paraplanner to join our growing financial planning team. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount.
Key Responsibilities
" Create and compile investment reports for new and existing clients
" Prepare pre-investment packs to support Financial Consultants' recommendations
" Produce market research reports to ensure investment propositions remain competitive
" Provide technical support to administrators as required
" Maintain relationships with investment and insurance providers, supporting their management
" Ensure all work adheres to FCA Conduct Rules and compliance standards
Skills, Knowledge & Experience
" Achieved, or working towards, Financial Planning Diploma (Level 4)
" Minimum of 2 years' experience as a paraplanner in a similar financial services firm
" Strong knowledge of investments, pensions, and financial services products
" Understanding of investment PI awards and complex financial planning solutions
" Ability to consider the needs of highly vulnerable clients
" Proficiency in Microsoft Office applications
" Excellent organisational, communication, and time management skills
Personal Attributes
" Meticulous attention to detail
" Strong analytical and research capabilities
" Professional and client-focused approach
" Collaborative and supportive team player
Apply today via NJR Recruitment or call quoting the reference NJR16464
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.
Qualified Paraplanner in Altrincham employer: NJR Recruitment
Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.
