Paraplanner
Posted 1 hour 56 minutes ago by NJR Recruitment
Paraplanner
Hull
Up to £40,000 DOE + Bonus
Hybrid / Predominantly Remote Working
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team.
This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility.
The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression.
The Role
Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing.
Key responsibilities will include:
- Writing high-quality suitability reports across a full range of pensions, investments and estate planning
- Conducting research and analysis to support adviser recommendations
- Preparing client review documentation and recommendation packs
- Liaising with advisers, administrators and providers to progress cases
- Supporting advisers with technical queries and planning strategies
- Ensuring documentation meets compliance and FCA standards
About You
- Previous experience within an IFA / Financial Planning environment
- Strong experience writing suitability reports is essential
- Good technical understanding of financial planning products and advice processes
- Level 4 Diploma not essential, though progression towards qualifications would be advantageous
- Strong attention to detail and written communication skills
- Organised, proactive and able to work independently
What's on Offer
- Salary up to £40,000 DOE
- Bonus scheme
- Predominantly remote / hybrid working
- Flexible working hours
- Excellent long-term development opportunities
- Private Medical Insurance (PMI)
- Death in Service (DIS) benefit
- Supportive and collaborative team environment
This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning.
For a confidential discussion, please contact NJR Recruitment quoting NJR16699