Experienced Paraplanner
other jobs NJR Recruitment
Added before 7 Days
- England,West Midlands,Warwickshire,Nuneaton and Bedworth
- Full Time, Permanent
- £38,000 - £41,000 per annum
Job Description:
Experienced Paraplanner
Salary: £38,000 - £41,000
Nuneaton Area
3 days office, 2 days WFH
30 days holiday + bank Holidays = 38 as standard!!
9% Contributory Pension Scheme
About the Role
NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount.
Key Responsibilities
*Create and compile investment reports for new and existing clients
*Prepare pre-investment packs to support Financial Consultants’ recommendations
*Produce market research reports to ensure investment propositions remain competitive
*Provide technical support to administrators as required
*Maintain relationships with investment and insurance providers, supporting their management
*Ensure all work adheres to FCA Conduct Rules and compliance standards
Skills, Knowledge & Experience
*Achieved, or working towards, Financial Planning Diploma (Level 4)
*Minimum of 2 years’ experience as a paraplanner in a similar financial services firm
*Strong knowledge of investments, pensions, and financial services products
*Understanding of investment PI awards and complex financial planning solutions
*Ability to consider the needs of highly vulnerable clients
*Proficiency in Microsoft Office applications
*Excellent organisational, communication, and time management skills
Personal Attributes
*Meticulous attention to detail
*Strong analytical and research capabilities
*Professional and client-focused approach
*Collaborative and supportive team player
*
Apply today via NJR Recruitment or call quoting the reference NJR16464
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Salary: £38,000 - £41,000
Nuneaton Area
3 days office, 2 days WFH
30 days holiday + bank Holidays = 38 as standard!!
9% Contributory Pension Scheme
About the Role
NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount.
Key Responsibilities
*Create and compile investment reports for new and existing clients
*Prepare pre-investment packs to support Financial Consultants’ recommendations
*Produce market research reports to ensure investment propositions remain competitive
*Provide technical support to administrators as required
*Maintain relationships with investment and insurance providers, supporting their management
*Ensure all work adheres to FCA Conduct Rules and compliance standards
Skills, Knowledge & Experience
*Achieved, or working towards, Financial Planning Diploma (Level 4)
*Minimum of 2 years’ experience as a paraplanner in a similar financial services firm
*Strong knowledge of investments, pensions, and financial services products
*Understanding of investment PI awards and complex financial planning solutions
*Ability to consider the needs of highly vulnerable clients
*Proficiency in Microsoft Office applications
*Excellent organisational, communication, and time management skills
Personal Attributes
*Meticulous attention to detail
*Strong analytical and research capabilities
*Professional and client-focused approach
*Collaborative and supportive team player
*
Apply today via NJR Recruitment or call quoting the reference NJR16464
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Job number 3432739
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
NJR Recruitment
If you’re looking for someone to handle all your recruitment needs, or indeed you are looking to make your next career move, help is at hand. Yo...