Senior Paraplanner / Trainee Financial Adviser

Location: Warrington

Working Pattern: Hybrid

Salary: Competitive, depending on experience

Contract: Full-Time, Permanent

Hours: Monday to Friday, 9am - 5pm

NJR Recruitment is delighted to be working with a growing financial planning business in Warrington who are looking to appoint a Technical Paraplanner / Trainee Financial Adviser to join their established team. This is an excellent opportunity for an experienced Paraplanner or Financial Planning professional looking to take on a broader, more client-facing role, combining technical research, suitability report writing and direct involvement in client meetings.

Working closely with Senior Financial Advisers, you will play a key role in delivering high-quality financial planning solutions, ensuring recommendations are well researched, compliant and tailored to each client's individual circumstances. Importantly, the successful candidate will be directly authorised, providing the opportunity to deliver financial advice in the absence of the Senior Financial Adviser and potentially develop their own client bank.

The Role

As Senior Client Manager, you will provide comprehensive technical, research and administrative support throughout the financial planning process, from pre-meeting preparation through to implementation and ongoing client servicing.

You will attend client meetings alongside Senior Financial Advisers, capture detailed meeting notes and take responsibility for the research, analysis and preparation of post-meeting documentation.

This is a varied position suited to someone who combines strong technical expertise with excellent communication skills and a genuine commitment to client service.

Key Responsibilities

• Attending client meetings alongside Senior Financial Advisers and producing accurate, detailed meeting notes
• Preparing pre-meeting advice packs, highlighting key planning considerations and areas for discussion
• Conducting technical research and analysing financial planning strategies to support client recommendations
• Preparing suitability reports, recommendation reports and supporting documentation
• Researching pensions, investments, ISAs, protection products and other relevant financial planning solutions
• Reviewing existing client arrangements and identifying appropriate planning opportunities
• Obtaining and reviewing information from product providers, investment platforms and other relevant sources
• Supporting pension, investment, tax and estate planning research
• Completing relevant calculations and financial analysis to support recommendations
• Updating cashflow modelling and other financial planning tools where required
• Completing post-meeting fact finds and ensuring client information remains accurate and up to date
• Supporting the implementation and ongoing servicing of client recommendations
• Maintaining accurate client records and ensuring all work meets regulatory and compliance requirements
• Working collaboratively with Client Managers, Administrators, Compliance and the wider advisory team
• Keeping up to date with financial products, legislation and industry developments
• Providing financial advice to clients when required, within the scope of your authorisation
• Developing and managing your own client relationships where appropriate

About You

The successful candidate will have previous Paraplanning experience within an IFA or financial planning business, alongside the technical ability and confidence to take on a broader client-facing position.

You will ideally have:

• Level 4 Diploma in Regulated Financial Planning
• A commitment to working towards Level 6 Chartered status
• Previous experience preparing suitability reports and financial planning recommendations
• Strong knowledge of pensions, investments and wider financial planning principles
• Experience undertaking investment and fund research
• Experience using investment platforms, pension providers and financial planning software
• Knowledge of cashflow modelling and financial analysis tools
• A good understanding of FCA regulatory requirements
• Experience working with CRM and workflow management systems
• Excellent written and verbal communication skills
• Strong analytical, numerical and problem-solving abilities
• Exceptional attention to detail and organisational skills
• The ability to manage multiple cases and competing priorities effectively
• A professional, client-focused approach and a high level of integrity

Professional Development

The business recognises the importance of ongoing professional development and is committed to supporting employees in building their technical knowledge and progressing their careers.

Appropriate support is available for relevant professional qualifications and continuing professional development, including financial assistance and paid study leave for examinations and courses.

Apply today via NJR Recruitment or call quoting the reference NJR17055

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.