Trainee Paraplanner

Trainee Paraplanner

Harrogate

£28,000 - £33,000

NJR Recruitment is delighted to be working with a well‑established and highly respected Financial Adviser firm in Harrogate that is looking to recruit a Trainee Paraplanner to join its growing team.

This is an excellent opportunity for an ambitious individual looking to develop a long‑term career within financial planning. Whether you are currently working as an IFA Administrator
, have gained experience within financial services, or have recently completed relevant financial planning qualifications, this role offers a clear pathway into paraplanning.

You will work closely with experienced Advisers and Paraplanners, receiving full training and support while developing your technical knowledge and report‑writing skills.

• Supporting Advisers and Paraplanners with financial planning research
• Gathering client information, provider data, valuations and illustrations
• Assisting with the preparation of suitability reports and recommendation letters
• Preparing client review packs and meeting documentation
• Conducting product and provider research
• Liaising with clients, providers and product platforms
• Processing new business and monitoring cases through to completion
• Maintaining accurate client records and back‑office systems
• Assisting with cashflow modelling and financial planning analysis as your experience develops

• Previous experience within an IFA, wealth management or financial services environment is essential
• Excellent attention to detail and analytical skills
• Strong written and verbal communication skills
• Professional and organised approach to work
• A desire to build a long‑term career within paraplanning and financial planning
• Progress towards the Level 4 Diploma in Financial Planning would be beneficial but is not essential

• Salary up to £30,000
• Full training and mentoring from experienced professionals
• Study support towards professional qualifications
• Genuine career progression into a fully‑fledged Paraplanner role
• Exposure to a wide range of pensions, investments and protection cases
• Supportive and collaborative working environment
• Long‑term career development opportunities

This is a fantastic opportunity to join a professional financial planning firm that is committed to developing the next generation of Paraplanners.