Paraplanner
Posted 20 hours 42 minutes ago by NJR Recruitment
Paraplanner
Leicestershire
Up to £40,000 (depending on experience)
Hybrid working available
An exciting opportunity for a talented Paraplanner to join a highly respected Wealth Management firm.
NJR Recruitment is proud to be working with a prestigious, forward-thinking Wealth Management practice that provides exceptional, bespoke advice to Private Clients across the UK.
Due to continued growth and success, the firm is now looking for an experienced and motivated Paraplanner to join their collaborative team based in Leicestershire. This role offers the perfect blend of autonomy, technical challenge, and professional progression - all within a friendly, modern, and supportive environment.
The Role
As a Paraplanner, you'll play a key role in supporting the Financial Planners in delivering high-quality, tailored advice to clients. You'll be trusted to apply your technical expertise and analytical skills to help shape meaningful client outcomes.
Your day-to-day will include:
o Preparing detailed suitability reports and financial planning recommendations
o Conducting in-depth technical research across pensions, investments and protection
o Supporting Advisers with complex client cases and strategic planning
o Ensuring all client work is fully compliant and delivered efficiently
o Building and maintaining strong relationships with clients and providers
About You
You'll be an experienced Paraplanner who loves the technical side of financial planning and takes pride in producing high-quality work.
Proven experience within a Paraplanning or Technical Support role
Strong knowledge of pensions, investments, and holistic financial planning
CII Diploma (Level 4) qualified or close to completion
Excellent communication skills and attention to detail
A proactive mindset - with a genuine passion for helping clients achieve their goals
What's on Offer
Competitive salary up to £40,000 (DOE)
Hybrid working for a great work-life balance
Ongoing training and professional development
Supportive, forward-thinking culture where your ideas are valued
Modern offices and a collaborative team environment
If you're a technically strong Paraplanner looking to take your career to the next level within a business that truly invests in its people - this is the role for you.
Apply online today or contact one of our specialist consultants quoting Ref: NJR16743