Job Description Qualified Paraplanner Bury Area / 2 days WFH 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 QualifiedParaplanner to work closely with a team of Financial Planners, to provide high-quality technical support, research and compliant report writing. 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. 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 Prepare illustrations, reports and supporting documentation Assist with implementing client recommendations, including investment changes where appropriate Use cashflow modelling software to support financial planning recommendations Contribute to the firm's central investment proposition through research and analysis Previous experience working as a Paraplanner within an IFA or Financial Planning practice Experience preparing suitability reports and supporting Financial Advisers A good understanding of pensions, investments and wider financial planning Strong report writing and research skills Good IT skills and confidence using financial planning software Progress towards the Level 4 Diploma in Financial Planning is essential A commitment to continuing professional development and maintaining technical knowledge Competitive salary Exposure to a wide range of complex financial planning cases Ongoing training and professional development The opportunity to continue progressing towards Chartered status if desired Long-term career opportunities within a growing business If you're looking for your next Paraplanning opportunity where your technical knowledge, attention to detail and passion for financial planning will be recognised, we'd love to hear from you.
Paraplanner / DBS Pension in Bury 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.
