Junior Paraplanner
Redcar
£32,000 - £37,000
NJR Recruitment is delighted to be working with a highly regarded wealth management firm who are looking to recruit an experienced Report Writer 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 qualified would be of benefit, but a minimum of 3 RO exams is needed
- 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.
#ADM
Pay: £32,000.00-£37,000.00 per year
Work Location: Hybrid remote in Redcar TS10
