Paraplanner

Hull

Up to £40,000 DOE + Bonus

Hybrid / Predominantly Remote Working

NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team.

This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility.

The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression.

The Role

Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing.

Key responsibilities will include:

• Writing high-quality suitability reports across a full range of pensions, investments and estate planning
• Conducting research and analysis to support adviser recommendations
• Preparing client review documentation and recommendation packs
• Liaising with advisers, administrators and providers to progress cases
• Supporting advisers with technical queries and planning strategies
• Ensuring documentation meets compliance and FCA standards

About You

• Previous experience within an IFA / Financial Planning environment
• Strong experience writing suitability reports is essential
• Good technical understanding of financial planning products and advice processes
• Level 4 Diploma not essential, though progression towards qualifications would be advantageous
• Strong attention to detail and written communication skills
• Organised, proactive and able to work independently

What’s on Offer

• Salary up to £40,000 DOE
• Bonus scheme
• Predominantly remote / hybrid working
• Flexible working hours
• Excellent long-term development opportunities
• Private Medical Insurance (PMI)
• Death in Service (DIS) benefit
• Supportive and collaborative team environment

This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning.

For a confidential discussion, please contact NJR Recruitment quoting NJR16699