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Paraplanner

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Job Description - Paraplanner

Paraplanner (Part or Fully Qualified)
Location: Stockport
Salary: £35,000 - £45,000 (DOE) + Bonus & Benefits
Full-Time | Hybrid Working Available | Permanent

NJR Recruitment is delighted to be supporting a boutique-style, client-centric wealth management firm based in the Stockport area, in their search for a passionate and technically skilled Paraplanner. This is a brilliant opportunity for someone who thrives in a friendly, close-knit environment and is truly dedicated to the craft of paraplanning & not on the path to advising, but focused on delivering technical excellence and meaningful client outcomes.

What’s on Offer:

  • £35,000 - £45,000 basic salary
  • Annual bonus linked to company profitability
  • Generous benefits: pension, income protection, life cover, private medical insurance
  • 25 days holiday + office closure between Christmas and New Year
  • Supportive culture with professional development built in
  • A values-led firm committed to doing financial planning the right way

What You’ll Be Doing:

  • Providing in-depth paraplanning support to financial advisers
  • Preparing meeting packs and updating cashflow forecasts (Voyant)
  • Attending planning meetings in a "second chair" role
  • Writing personalised suitability reports using clear, concise templates
  • Handling technical calculations around CGT, pensions, bonds, and withdrawal strategies
  • Supporting ongoing client advice strategies and maintaining compliance
  • Participating in ad hoc research, projects, and improvements to services or tech
  • Keeping up to date with financial planning legislation and best practice

What We’re Looking For:

  • Diploma in Regulated Financial Planning (minimum)
  • Ideally, one or more AF-level exams; working towards Chartered status
  • Expertise with cashflow forecasting (Voyant preferred)
  • Technical experience with CGT, pension planning, trusts, and decumulation strategies
  • Excellent written and verbal communication skills
  • A true love of paraplanning and a desire to keep learning and improving
  • A personable, collaborative approach with a strong attention to detail

Apply Now
If you're a technically strong paraplanner who thrives in a down-to-earth yet ambitious environment, this is your chance to join a firm where your skills will be truly valued. Apply today or for further information speak to one of our specialist consultants quoting reference NJR15879

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