Position details
QUALIFIED PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Remote
£45000 - £55000 18/06/2025
NJR15832
£45000 - £55000 18/06/2025
NJR15832
DESCRIPTION
SENIOR PARAPLANNER
SALARY UP TO 55,000
FULLY REMOTE
5 - 6 MONTH CONTRACT
Represented by NJR Recruitment, this award-winning firm is redefining what it means to manage wealth-bringing together independent financial planning, asset management, tax, HR, and legal services under one roof. Forward-thinking and tech-driven, they\'re focused on enriching client relationships while making a meaningful impact through charitable work and their B-Corp certification.
Benefits:
This role offers great opportunity and scope to :
o Become a technical expert in a particular specialism, have regular development conversations and receive career coaching to support your professional goals.
o Work towards an Advanced Diploma in Financial Planning or Chartered Status
o Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner.
o 30 days holiday plus public holidays
o 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
o Private medical insurance, 24/7 digital GP and health advice
o Employee assistance programme providing support for your mental and physical health
o Group pension scheme
o Life assurance scheme
o Eyecare vouchers
o Enhanced family leave
o Referral scheme
Duties:
o Research and analysis: conducting in-depth research and analysis to identify suitable solutions, performing and presenting cashflow modelling scenarios to clients.
o Technical work: completing all paraplanning technical work and apply advanced knowledge and technical application to clients\' individual circumstances. Including but not limited to (insert here).
o Managing documentation: preparing client files for review meetings and maintaining these compliantly throughout the client advice journey.
o Compliance and regulation: understanding (at an advanced level) and application of company policies and procedures. Working to the highest integrity and following the principles and rules of the FCA.
o Supporting the team: sharing expertise and best practice with others, assisting with team training, checking the work of Paraplanners and Associate Paraplanners and deputising for the Paraplanning Manager where required.
o Development of technical knowledge: dedicating time to meet continuous professional development requirements and maintaining your product and technical knowledge.
Essentials:
\" Financial Services experience - Demonstrate advanced application of technical knowledge and skills, showcasing an ability to undertake highly technical, analytical and precise work to a consistently high standard
\" Methodical and organised - Ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues.
\" Responsive and adaptable to change - Have an ability to recognise change early, stay proactive, positive and take appropriate action whilst remaining adaptable and adjusting your approach where needed.
\" Excellent writing skills - Skilled in compiling suitability reports and other documentation, producing clear, accurate and concise written work, tailored to a range of readers from clients to internal stakeholders.
\" Exemplary communication and relationship building skills - A collaborative approach to working with Financial Planners and other colleagues with drive to invest time in long-term, trusting relationships.
\" Passion for sharing knowledge - Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development.
If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15832
SALARY UP TO 55,000
FULLY REMOTE
5 - 6 MONTH CONTRACT
Represented by NJR Recruitment, this award-winning firm is redefining what it means to manage wealth-bringing together independent financial planning, asset management, tax, HR, and legal services under one roof. Forward-thinking and tech-driven, they\'re focused on enriching client relationships while making a meaningful impact through charitable work and their B-Corp certification.
Benefits:
This role offers great opportunity and scope to :
o Become a technical expert in a particular specialism, have regular development conversations and receive career coaching to support your professional goals.
o Work towards an Advanced Diploma in Financial Planning or Chartered Status
o Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner.
o 30 days holiday plus public holidays
o 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
o Private medical insurance, 24/7 digital GP and health advice
o Employee assistance programme providing support for your mental and physical health
o Group pension scheme
o Life assurance scheme
o Eyecare vouchers
o Enhanced family leave
o Referral scheme
Duties:
o Research and analysis: conducting in-depth research and analysis to identify suitable solutions, performing and presenting cashflow modelling scenarios to clients.
o Technical work: completing all paraplanning technical work and apply advanced knowledge and technical application to clients\' individual circumstances. Including but not limited to (insert here).
o Managing documentation: preparing client files for review meetings and maintaining these compliantly throughout the client advice journey.
o Compliance and regulation: understanding (at an advanced level) and application of company policies and procedures. Working to the highest integrity and following the principles and rules of the FCA.
o Supporting the team: sharing expertise and best practice with others, assisting with team training, checking the work of Paraplanners and Associate Paraplanners and deputising for the Paraplanning Manager where required.
o Development of technical knowledge: dedicating time to meet continuous professional development requirements and maintaining your product and technical knowledge.
Essentials:
\" Financial Services experience - Demonstrate advanced application of technical knowledge and skills, showcasing an ability to undertake highly technical, analytical and precise work to a consistently high standard
\" Methodical and organised - Ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues.
\" Responsive and adaptable to change - Have an ability to recognise change early, stay proactive, positive and take appropriate action whilst remaining adaptable and adjusting your approach where needed.
\" Excellent writing skills - Skilled in compiling suitability reports and other documentation, producing clear, accurate and concise written work, tailored to a range of readers from clients to internal stakeholders.
\" Exemplary communication and relationship building skills - A collaborative approach to working with Financial Planners and other colleagues with drive to invest time in long-term, trusting relationships.
\" Passion for sharing knowledge - Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development.
If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15832
Apply Now
