Senior Paraplanner
other jobs NJR Recruitment
Added before 2 Days
- England,West Midlands,Coventry
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
Senior Paraplanner
Coventry | Hybrid Working (2–3 days in office)
£35,000 – £50,000 + Benefits & Career Development
Full-Time | Permanent
Are you a skilled Paraplanner who loves the technical side of financial planning and wants to work closely with highly successful Advisers on complex, high-value cases?
This is an exciting opportunity to join a well-established and forward-thinking Wealth Management practice who provide tailored advice to Private Clients, Business Owners, Trustees, and Sports Professionals. The firm prides itself on its collaborative culture, professional excellence, and commitment to helping clients achieve meaningful financial outcomes.
You’ll play a key role supporting two top-performing Advisers, taking ownership of research, cashflow modelling, suitability reports, and attending client meetings — all while continuing to grow your technical expertise in a supportive environment.
Competitive salary up to £50,000 (DOE)
Hybrid working for genuine work-life balance
Exposure to HNW and complex planning cases
Support to achieve Chartered status
Friendly, professional and supportive culture
Modern systems and streamlined processes
What You’ll Bring:
*Level 4 Diploma qualified (Chartered or close to completion desirable)
*Solid paraplanning experience within an IFA or Wealth Management environment
*Confident producing detailed, compliant suitability reports
*Excellent understanding of pensions, investments, and IHT planning
*Familiarity with cashflow modelling and research tools (e.g. Voyant, FE Analytics)
*Strong communication, accuracy, and problem-solving skills
Apply today or contact us for more details, quoting Ref: NJR16234
Coventry | Hybrid Working (2–3 days in office)
£35,000 – £50,000 + Benefits & Career Development
Full-Time | Permanent
Are you a skilled Paraplanner who loves the technical side of financial planning and wants to work closely with highly successful Advisers on complex, high-value cases?
This is an exciting opportunity to join a well-established and forward-thinking Wealth Management practice who provide tailored advice to Private Clients, Business Owners, Trustees, and Sports Professionals. The firm prides itself on its collaborative culture, professional excellence, and commitment to helping clients achieve meaningful financial outcomes.
You’ll play a key role supporting two top-performing Advisers, taking ownership of research, cashflow modelling, suitability reports, and attending client meetings — all while continuing to grow your technical expertise in a supportive environment.
Competitive salary up to £50,000 (DOE)
Hybrid working for genuine work-life balance
Exposure to HNW and complex planning cases
Support to achieve Chartered status
Friendly, professional and supportive culture
Modern systems and streamlined processes
What You’ll Bring:
*Level 4 Diploma qualified (Chartered or close to completion desirable)
*Solid paraplanning experience within an IFA or Wealth Management environment
*Confident producing detailed, compliant suitability reports
*Excellent understanding of pensions, investments, and IHT planning
*Familiarity with cashflow modelling and research tools (e.g. Voyant, FE Analytics)
*Strong communication, accuracy, and problem-solving skills
Apply today or contact us for more details, quoting Ref: NJR16234
Job number 3097016
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Company Details:
NJR Recruitment
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