Qualified Paraplanner

Qualified Paraplanner

2 Years Experience

Location: Lancashire
Salary: Up to £34,000 (DOE)
Full-Time | Permanent | Exam Support | Flexible Working

NJR Recruitment is proud to be partnering with a highly respected and fast-growing financial planning firm that's part of a national group with a strong regional presence across the North-West. Known for their values-driven culture and commitment to true financial planning, they are now looking to recruit a 'Paraplanner' to join their expanding team.

Working within a highly collaborative team, you’ll be responsible for supporting advisers by preparing high-quality financial planning reports and conducting thorough technical research. You’ll liaise with key stakeholders across the business including compliance and technical leads, helping deliver a tailored and compliant client experience.

What’s on Offer:

• Salary up to £34,000 depending on experience
• 28 days annual leave + bank holidays (plus option to buy 5 extra days)
• 4x salary life cover
• 4% employer pension contribution (salary sacrifice scheme)
• Ongoing training and exam support
• Rolling sick pay scheme
• Hybrid working - blend of home and office
• A supportive and purpose-driven culture

Key Responsibilities:

• Interpret adviser instructions and client files to prepare accurate and compliant Financial Planning Reports
• Conduct product, fund, and provider research to support tailored advice
• Liaise with the compliance team on pre-sale sign-offs where required
• Update and maintain paraplanning logs and internal systems
• Ensure reports are delivered to agreed timescales and to the highest standard
• Participate in your own professional development plan and training initiatives

What We’re Looking For:

• Minimum 3 years' experience in a financial planning firm
• At least 1-2 years in a dedicated Paraplanner role
• Diploma in Regulated Financial Planning (or 1-2 exams away from completion)
• Strong understanding of financial products, regulation, and client suitability principles
• Excellent written and verbal communication skills
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Organised, analytical and comfortable in a fast-paced, deadline-driven environment
• Team-oriented with a genuine commitment to doing high-quality work

Desirable:

• Working towards Chartered status
• Ability to deliver and receive constructive feedback
• Strong critical thinking and multi-tasking skills

Apply Now
If you're a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you.

Apply today through NJR Recruitment and take the next meaningful step in your career.

NJR15943