Qualified Paraplanner

Qualified Paraplanner

Bury Area / 2 days WFH

Salary: up to £45,000

Are you an experienced & Qualified Paraplanner looking to join a supportive and collaborative financial planning firm where your technical expertise is genuinely valued? NJR Recruitment is working in Partnership with a small firm of Independent Financial Planners who is seeking a proactive and detail-oriented QualifiedParaplanner to work closely with a team of Financial Planners, to provide high-quality technical support, research and compliant report writing.

The Role

You'll be responsible for supporting Financial Planners throughout the advice process, preparing suitability reports, carrying out technical research, and ensuring client recommendations are delivered accurately and compliantly.

You'll also act as a key point of contact for clients and providers, helping to ensure a smooth and professional client experience from start to finish.

Key Responsibilities

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• Prepare compliant suitability reports and technical recommendations
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• Conduct research across pensions, investments and protection products
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• Work closely with Financial Planners to develop tailored client recommendations
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• Review client investment portfolios, asset allocations and risk profiles
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• Prepare illustrations, reports and supporting documentation
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• Complete applications and proposal forms accurately
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• Liaise with providers, clients and third parties throughout the advice process
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• Assist with implementing client recommendations, including investment changes where appropriate
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• Maintain accurate and compliant client records
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• Use cashflow modelling software to support financial planning recommendations
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• Contribute to the firm's central investment proposition through research and analysis
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• Suggest improvements to processes and ways of working
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• Ensure all work complies with FCA regulations and internal compliance procedures
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About You

The successful candidate will have:

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• Previous experience working as a Paraplanner within an IFA or Financial Planning practice
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• Experience preparing suitability reports and supporting Financial Advisers
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• A good understanding of pensions, investments and wider financial planning
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• Strong report writing and research skills
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• Excellent attention to detail and organisational skills
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• Strong written and verbal communication skills
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• Good IT skills and confidence using financial planning software
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• A collaborative approach and a positive attitude
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• A commitment to delivering excellent client service
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Qualifications

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• Progress towards the Level 4 Diploma in Financial Planning is essential
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• A commitment to continuing professional development and maintaining technical knowledge
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What's on Offer?

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• Competitive salary
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• A supportive and collaborative working environment
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• Exposure to a wide range of complex financial planning cases
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• Ongoing training and professional development
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• The opportunity to continue progressing towards Chartered status if desired
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• Long-term career opportunities within a growing business
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If you're looking for your next Paraplanning opportunity where your technical knowledge, attention to detail and passion for financial planning will be recognised, we'd love to hear from you.

Apply today via NJR Recruitment or call quoting the reference NJR16861

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer "no" to key screening questions, we may not be able to contact you.