Paraplanner

Paraplanner

Harrogate

Up to £45,000 DOE

Office Based

NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team.

This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships.

Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection.

The Role

Key responsibilities will include:

• Writing detailed and compliant suitability reports
• Conducting technical research and analysis
• Preparing recommendation and review documentation
• Supporting advisers with complex client cases
• Liaising with providers and platforms to progress business
• Assisting with annual reviews and ongoing client servicing
• Ensuring all work meets FCA and internal compliance standards

About You

• Previous experience within a Paraplanning role is essential
• Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary
• Strong experience writing suitability reports
• Good technical understanding of pensions, investments and financial planning products
• Excellent attention to detail and organisational skills
• Professional, personable and team-focused approach
• Ability to manage workloads effectively within a busy environment

What's on Offer

• Salary up to £45,000 DOE
• Higher salary available for those with Level 6 Qualifications
• Enhanced pension scheme
• Death in Service cover
• 25 days holiday plus bank holidays
• Early finish every Friday
• Friendly and supportive office environment
• Opportunity to join a well-established and respected Financial Planning firm

This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued.

For a confidential discussion, please contact NJR Recruitment quoting NJR
16819