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- Tasks: Provide technical support in wealth management and assist with tailored financial plans.
- Company: Join a leading national wealth management firm with a collaborative culture.
- Benefits: Enjoy career progression, training, health cash plan, and social events.
- Why this job: Make a real impact while enjoying the flexibility of fully remote work.
- Qualifications: Diploma in Regulated Financial Planning or working towards it, with paraplanning experience.
- Other info: Be part of a growing firm that values its people and offers excellent development opportunities.
The predicted salary is between 40000 - 42000 £ per year.
Paraplanner – Fully Remote (National Paraplanning Team)
Location: Fully Remote (Hybrid or Office options also available)
Salary: Up to £42,000 DOE
Excellent Company Perks & Benefits
Job Type: Full-time, Permanent
Why This Role?
NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment.
You’ll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs.
Benefits You’ll Receive
- Career Progression: Ongoing development with clear opportunities for promotion.
- Training & Support: Full professional development in a supportive team culture.
- Group Pension Scheme.
- Life Assurance & Income Protection.
- Health Cash Plan.
- Share Incentive Plan.
- Social & Charity Events – get involved in fundraising and team activities.
The Role – What You’ll Be Doing
- Provide technical and investment support across pensions, protection, tax, and wider wealth management.
- Prepare, review, and update suitability reports, proposals, and client letters.
- Assist in gathering information, analysing client needs, and supporting tailored financial plans.
- Support delivery of group-wide products and services including cash management, tax solutions, and bespoke projects.
- Be an additional point of contact for clients alongside Client Relationship Managers.
What We’re Looking For
- Diploma in Regulated Financial Planning (or Certificate in Paraplanning) – or working towards.
- Strong technical knowledge across pensions, protection, and personal wealth management.
- Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards.
- Previous experience in a paraplanning role with a keen eye for detail and client care.
- A proactive and collaborative approach, with the ability to support consultants and clients alike.
Why Apply?
This is your chance to join a national, growing firm that invests in its people, supports career development, and offers the flexibility of fully remote working while still keeping you connected to a collaborative team.
Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.
#RPAR
Job Types: Full-time, Permanent
Pay: £40,000.00-£42,000.00 per year
Application question(s):
- Are you a level 4 qualified experienced Paraplanner?
Work Location: In person
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PARAPLANNER - Fully Remote employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PARAPLANNER - Fully Remote
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in paraplanning or wealth management. A friendly chat can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, protection, and tax solutions confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind and show your enthusiasm for the role. It’s a small gesture that can make a big difference.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We’re all about making the application process smooth and straightforward, so don’t miss out on this opportunity to join a fantastic team.
We think you need these skills to ace PARAPLANNER - Fully Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your qualifications, especially your Diploma in Regulated Financial Planning, and any relevant paraplanning experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your proactive approach can benefit our team. Don’t forget to mention your knowledge of FCA regulations!
Showcase Your Technical Skills: Since this role involves providing technical support across various financial planning needs, be sure to detail your expertise in pensions, protection, and personal wealth management in your application.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge across pensions, protection, and personal wealth management. Familiarise yourself with the latest FCA regulations and compliance standards, as these are crucial for a Paraplanner role.
✨Tailor Your Examples
When discussing your experience, use specific examples that highlight your skills in preparing suitability reports and client letters. Show how you've successfully supported financial planning needs in previous roles to demonstrate your value.
✨Show Your Collaborative Spirit
This role involves working closely with Directors and Client Relationship Managers, so be ready to discuss how you’ve collaborated in the past. Share instances where your proactive approach made a difference in team projects or client interactions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
