Paraplanner

Paraplanner

Manchester

£35,000 - £40,000 DOE + Bonus

Hybrid Working (3 Days from Home)

NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Manchester-based team.

This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.

The Role

As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.

Key responsibilities will include:

" Conducting research and analysis across pensions, investments and protection

" Preparing and writing detailed suitability reports and recommendation letters

" Undertaking investment portfolio and risk analysis

" Preparing illustrations, projections and client review documentation

" Ensuring client files meet FCA and internal compliance standards

" Supporting advisers with ongoing client servicing and planning strategies

" Working collaboratively with administration and adviser teams to deliver excellent client service

About You

" Previous experience within a Paraplanning role is essential

" Experience writing technical suitability reports

" Good technical understanding of pensions, investments and financial planning products

" Progress towards the Level 4 Diploma advantageous

" Strong attention to detail and analytical skills

" Able to work effectively both independently and as part of a team

" Professional, organised and client-focused approach

What's on Offer

" Salary up to £40,000 DOE

" Annual bonus opportunity

" Hybrid working - 3 days working from home

" 25 days holiday + bank holidays

" Birthday day off

" Funded exams and paid study leave

" Strong long-term development and progression opportunities

" Life assurance

" Flexible benefits package

" Employee wellbeing support and discounts platform

This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers.

Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR
16733