Paraplanner

Paraplanner

Leicestershire

Up to £40,000 (depending on experience)

Hybrid working available

An exciting opportunity for a talented Paraplanner to join a highly respected Wealth Management firm.

NJR Recruitment is proud to be working with a prestigious, forward-thinking Wealth Management practice that provides exceptional, bespoke advice to Private Clients across the UK.

Due to continued growth and success, the firm is now looking for an experienced and motivated Paraplanner to join their collaborative team based in Leicestershire. This role offers the perfect blend of autonomy, technical challenge, and professional progression - all within a friendly, modern, and supportive environment.

What's on Offer

Competitive salary up to £40,000 (DOE)

Hybrid working for a great work-life balance

Ongoing training and professional development

Supportive, forward-thinking culture where your ideas are valued

Modern offices and a collaborative team environment

The Role

As a Paraplanner, you'll play a key role in supporting the Financial Planners in delivering high-quality, tailored advice to clients. You'll be trusted to apply your technical expertise and analytical skills to help shape meaningful client outcomes.

Your day-to-day will include:

Preparing detailed suitability reports and financial planning recommendations

Conducting in-depth technical research across pensions, investments and protection

Supporting Advisers with complex client cases and strategic planning

Ensuring all client work is fully compliant and delivered efficiently

Building and maintaining strong relationships with clients and providers

About You

You'll be an experienced Paraplanner who loves the technical side of financial planning and takes pride in producing high-quality work.

Proven experience within a Paraplanning or Technical Support role

Strong knowledge of pensions, investments, and holistic financial planning

CII Diploma (Level 4) qualified or close to completion

Excellent communication skills and attention to detail</li...