Trainee Paraplanner

Trainee Paraplanner - Financial Planning
Location: Lancashire / Hybrid | Free onsite parking or 5 minutes from the train station
Salary: Up to £30,000 (DOE) + Benefits | Exam Support
Full-Time | Permanent

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 'Trainee Paraplanner’ to join their expanding team.

This is more than just a stepping stone, it’s a chance to learn from some of the most skilled and ethical professionals in the industry while working in a company that genuinely invests in your growth.

Why Join?

• Work with a Chartered, award-winning firm that believes in the power of proper financial planning
• Receive full exam support as you work towards your Level 4 Diploma in Financial Planning
• Be part of a collaborative, inclusive culture where you’ll be supported, challenged, and valued
• Benefit from flexible hybrid working and a clear development path

What’s in It for You?

• Up to £30,000 basic salary
• 4% employer pension contribution (via salary sacrifice)
• 28 days’ annual leave + bank holidays (option to buy 5 extra days)
• Group life cover (x4 salary)
• Rolling sick pay scheme
• Full training and exam support
• Hybrid working options
• Inclusive, progressive culture with a clear social impact mission

What You’ll Be Doing:

• Interpret client files and adviser instructions to prepare detailed and compliant financial planning reports
• Conduct research into suitable products, providers, and investment strategies
• Work closely with technical and compliance teams to ensure quality and accuracy
• Maintain up-to-date and accurate data logs and documentation
• Support advisers across various stages of the client journey
• Commit to ongoing personal development with guidance from experienced professionals

What We’re Looking For:

• Minimum 3 years' experience in a financial planning or IFA firm
• Working towards or committed to achieving Level 4 Diploma
• Knowledge of the UK regulatory landscape and financial planning fundamentals
• Excellent written and verbal communication skills
• Attention to detail, integrity, and a collaborative, proactive mindset
• Strong IT skills, including Outlook, Word, Excel, and financial planning software

Apply Now
If you’re ready to take the next step in your financial planning career in a business that puts people first, we’d love to hear from you. Apply directly or for further information speak to one of our specialist consultants quoting reference NJR15914