PARAPLANNER

PARAPLANNER

Leeds

£35,0000 - £40,000

Are you a detail-driven Paraplanner with a passion for high-quality financial planning? NJR Recruitment is proud to be working in partnership with a respected Independent Financial Advice firm in Leeds who are looking to welcome an experienced Paraplanner to their growing team.

This is a fantastic opportunity to join a forward-thinking and client-centric business where your technical knowledge and attention to detail will directly contribute to delivering exceptional advice.

What’s on Offer:

• Competitive salary up to £42,000 depending on experience
• Full support with further qualifications and ongoing development
• Hybrid/flexible working potential
• A collaborative and welcoming team culture
• The chance to join a highly regarded firm with strong values and high retention

The Role:

As a Paraplanner, you’ll work closely with a team of experienced Financial Planners, providing technical support and helping deliver bespoke financial planning solutions across pensions, investments, protection and IHT planning.

Key Responsibilities:

• Preparing suitability reports across a range of advice areas
• Conducting in-depth research and analysis to support client recommendations
• Supporting the client review process with accurate documentation
• Liaising with product providers and internal teams to ensure smooth case progression
• Ensuring advice is compliant and aligned with FCA regulations

The Ideal Candidate Will Have:

• Minimum 2 years of paraplanning experience in an IFA environment
  Level 4 Diploma qualified (or working towards)
  Strong technical knowledge of pensions, investments, and tax planning
• High attention to detail and confident in writing compliant suitability reports
  A proactive, team-oriented approach

Interested?
If you're looking to take the next step in your paraplanning career and be part of a quality-driven IFA firm in Leeds, we’d love to hear from you.

Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15690