Paraplanner

Redcar

£35,000 - £45,000

NJR Recruitment is delighted to be working with a highly regarded wealth management firm who are looking to recruit an experienced Paraplanner to join their growing technical support team based in Redcar.

This is an excellent opportunity for a technically strong financial planning professional who enjoys report writing, research and supporting advisers with complex client requirements within a collaborative and professional environment.

The successful candidate will work closely with Advisers, Client Relationship Managers and Compliance teams to provide high-quality paraplanning support across pensions, investments, protection and wealth management planning.

The Role

• Provide technical support to Wealth Management Consultants and Senior Advisers
• Prepare and review suitability reports, recommendation letters and client documentation
• Conduct detailed research and analysis across pensions, investments and protection products
• Assist with cash flow modelling and tax-efficient planning strategies
• Maintain accurate and up-to-date client information and records
• Ensure all work is completed in line with FCA and compliance standards

About You

• Level 4 Diploma / Certification in Financial Planning or Paraplanning
• Previous experience within a Paraplanner role
• Strong technical knowledge across pensions, investments and protection
• Experience writing suitability reports and conducting financial planning research
• Excellent analytical and attention-to-detail skills
• Strong communication and organisational abilities
• Ability to work collaboratively within a professional advice environment

What’s on Offer

• Hybrid working model – 3 days office / 2 days home
• Competitive salary and benefits package
• Supportive and collaborative team environment
• Opportunity to work on complex and interesting client cases
• Ongoing professional development and training support
• Long-term career progression opportunities

This is a fantastic opportunity for a Paraplanner looking to join a professional and growing financial planning business where technical expertise is genuinely valued.

Apply today or contact NJR Recruitment quoting NJR16715 for more information.