Paraplanner
other jobs NJR Recruitment
Added before 5 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £38,000 - £40,000 per annum
Job Description:
Paraplanner
Leicestershire | Up to £40,000
2 Days Remote | Free Parking | Exam Funding | 25 Days Holiday | Death in Service
Are you a motivated and solutions-focused Paraplanner looking to join a supportive, forward-thinking Financial Planning firm? Our client is a highly regarded practice with a modern, welcoming culture, and due to continued growth they are looking to add a technically strong Paraplanner to their team.
This is an excellent opportunity to work closely with a Managing Director and a team of Financial Planners, delivering high-quality technical support while developing your skills and progressing your career.
Diploma-qualified candidates without direct Paraplanning experience will also be considered.
Why You’ll Love This Role
" Salary up to £40,000
" 2 days remote working
"Exam funding & full study support
" Free on-site parking
" 25 days holiday + Death in Service
" Open, friendly, and collaborative culture
" Modern, state-of-the-art offices
What You’ll Be Doing
" Preparing detailed, bespoke Suitability Reports
" Providing high-level technical research and supporting documentation
" Submitting new business and managing transactions
" Engaging with clients via phone, email, and written communication
" Reviewing KYC information to identify suitable advice outcomes
" Gathering detailed financial information for client plans
" Ensuring full compliance and accurate risk profiling
" Preparing and updating cashflow models for review meetings
" Building strong client relationships and attending meetings with Advisers when needed
What We’re Looking For
" Proven Paraplanning experience (IFA environment desirable)
" Strong understanding of pensions, investments, and financial planning processes
" Diploma qualified or working towards Level 4
" Excellent communication and relationship-building skills
" Strong Microsoft Office and Excel abilities
" Positive, professional attitude with a commitment to delivering first-class service
If you’re ready to take the next step in your Paraplanning career and join a company that truly values its people, we’d love to hear from you.
Apply now or contact one of our specialist consultants quoting REF: NJR16286
Leicestershire | Up to £40,000
2 Days Remote | Free Parking | Exam Funding | 25 Days Holiday | Death in Service
Are you a motivated and solutions-focused Paraplanner looking to join a supportive, forward-thinking Financial Planning firm? Our client is a highly regarded practice with a modern, welcoming culture, and due to continued growth they are looking to add a technically strong Paraplanner to their team.
This is an excellent opportunity to work closely with a Managing Director and a team of Financial Planners, delivering high-quality technical support while developing your skills and progressing your career.
Diploma-qualified candidates without direct Paraplanning experience will also be considered.
Why You’ll Love This Role
" Salary up to £40,000
" 2 days remote working
"Exam funding & full study support
" Free on-site parking
" 25 days holiday + Death in Service
" Open, friendly, and collaborative culture
" Modern, state-of-the-art offices
What You’ll Be Doing
" Preparing detailed, bespoke Suitability Reports
" Providing high-level technical research and supporting documentation
" Submitting new business and managing transactions
" Engaging with clients via phone, email, and written communication
" Reviewing KYC information to identify suitable advice outcomes
" Gathering detailed financial information for client plans
" Ensuring full compliance and accurate risk profiling
" Preparing and updating cashflow models for review meetings
" Building strong client relationships and attending meetings with Advisers when needed
What We’re Looking For
" Proven Paraplanning experience (IFA environment desirable)
" Strong understanding of pensions, investments, and financial planning processes
" Diploma qualified or working towards Level 4
" Excellent communication and relationship-building skills
" Strong Microsoft Office and Excel abilities
" Positive, professional attitude with a commitment to delivering first-class service
If you’re ready to take the next step in your Paraplanning career and join a company that truly values its people, we’d love to hear from you.
Apply now or contact one of our specialist consultants quoting REF: NJR16286
Job number 3153168
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NJR Recruitment
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