Paraplanner

Paraplanner

Leeds

£35,000 - £40,000 DOE + Bonus

Hybrid Working (3 Days from Home)

NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Leeds-based team.

This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.

The Role

As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.

Key responsibilities will include:

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• Conducting research and analysis across pensions, investments and protection
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• Preparing and writing detailed suitability reports and recommendation letters
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• Undertaking investment portfolio and risk analysis
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• Preparing illustrations, projections and client review documentation
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• Ensuring client files meet FCA and internal compliance standards
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• Supporting advisers with ongoing client servicing and planning strategies
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• Working collaboratively with administration and adviser teams to deliver excellent client service
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About You

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• Previous experience within a Paraplanning role is essential
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• Experience writing technical suitability reports
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• Good technical understanding of pensions, investments and financial planning products
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• Progress towards the Level 4 Diploma advantageous
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• Strong attention to detail and analytical skills
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• Able to work effectively both independently and as part of a team
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• Professional, organised and client-focused approach
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What’s on Offer

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• Salary up to £40,000 DOE
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• Annual bonus opportunity
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• Hybrid working – 3 days working from home
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• 25 days holiday + bank holidays
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• Birthday day off
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• Funded exams and paid study leave
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• Strong long-term development and progression opportunities
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• Life assurance
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• Flexible benefits package
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• Employee wellbeing support and discounts platform
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This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers.

Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16733