Position details
QUALIFIED PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Lancashire
£30000 - £34000 05/02/2026
NJR15943
£30000 - £34000 05/02/2026
NJR15943
DESCRIPTION
Qualified Paraplanner
2 Years Experience
Location: Lancashire
Salary: Up to £34,000 (DOE)
Full-Time | Permanent | Exam Support | Flexible Working
NJR Recruitment is proud to be partnering with a highly respected and fast-growing financial planning firm that\'s part of a national group with a strong regional presence across the North-West. Known for their values-driven culture and commitment to true financial planning, they are now looking to recruit a \'Paraplanner\' to join their expanding team.
Working within a highly collaborative team, you\'ll be responsible for supporting advisers by preparing high-quality financial planning reports and conducting thorough technical research. You\'ll liaise with key stakeholders across the business including compliance and technical leads, helping deliver a tailored and compliant client experience.
What\'s on Offer:
\" Salary up to £34,000 depending on experience
\" 28 days annual leave + bank holidays (plus option to buy 5 extra days)
\" 4x salary life cover
\" 4% employer pension contribution (salary sacrifice scheme)
\" Ongoing training and exam support
\" Rolling sick pay scheme
\" Hybrid working - blend of home and office
\" A supportive and purpose-driven culture
Key Responsibilities:
\" Interpret adviser instructions and client files to prepare accurate and compliant Financial Planning Reports
\" Conduct product, fund, and provider research to support tailored advice
\" Liaise with the compliance team on pre-sale sign-offs where required
\" Update and maintain paraplanning logs and internal systems
\" Ensure reports are delivered to agreed timescales and to the highest standard
\" Participate in your own professional development plan and training initiatives
What We\'re Looking For:
\" Minimum 3 years\' experience in a financial planning firm
\" At least 1-2 years in a dedicated Paraplanner role
\" Diploma in Regulated Financial Planning (or 1-2 exams away from completion)
\" Strong understanding of financial products, regulation, and client suitability principles
\" Excellent written and verbal communication skills
\" Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
\" Organised, analytical and comfortable in a fast-paced, deadline-driven environment
\" Team-oriented with a genuine commitment to doing high-quality work
Desirable:
\" Working towards Chartered status
\" Ability to deliver and receive constructive feedback
\" Strong critical thinking and multi-tasking skills
Apply Now
If you\'re a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you.
Apply today through NJR Recruitment and take the next meaningful step in your career.
NJR15943
2 Years Experience
Location: Lancashire
Salary: Up to £34,000 (DOE)
Full-Time | Permanent | Exam Support | Flexible Working
NJR Recruitment is proud to be partnering with a highly respected and fast-growing financial planning firm that\'s part of a national group with a strong regional presence across the North-West. Known for their values-driven culture and commitment to true financial planning, they are now looking to recruit a \'Paraplanner\' to join their expanding team.
Working within a highly collaborative team, you\'ll be responsible for supporting advisers by preparing high-quality financial planning reports and conducting thorough technical research. You\'ll liaise with key stakeholders across the business including compliance and technical leads, helping deliver a tailored and compliant client experience.
What\'s on Offer:
\" Salary up to £34,000 depending on experience
\" 28 days annual leave + bank holidays (plus option to buy 5 extra days)
\" 4x salary life cover
\" 4% employer pension contribution (salary sacrifice scheme)
\" Ongoing training and exam support
\" Rolling sick pay scheme
\" Hybrid working - blend of home and office
\" A supportive and purpose-driven culture
Key Responsibilities:
\" Interpret adviser instructions and client files to prepare accurate and compliant Financial Planning Reports
\" Conduct product, fund, and provider research to support tailored advice
\" Liaise with the compliance team on pre-sale sign-offs where required
\" Update and maintain paraplanning logs and internal systems
\" Ensure reports are delivered to agreed timescales and to the highest standard
\" Participate in your own professional development plan and training initiatives
What We\'re Looking For:
\" Minimum 3 years\' experience in a financial planning firm
\" At least 1-2 years in a dedicated Paraplanner role
\" Diploma in Regulated Financial Planning (or 1-2 exams away from completion)
\" Strong understanding of financial products, regulation, and client suitability principles
\" Excellent written and verbal communication skills
\" Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
\" Organised, analytical and comfortable in a fast-paced, deadline-driven environment
\" Team-oriented with a genuine commitment to doing high-quality work
Desirable:
\" Working towards Chartered status
\" Ability to deliver and receive constructive feedback
\" Strong critical thinking and multi-tasking skills
Apply Now
If you\'re a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you.
Apply today through NJR Recruitment and take the next meaningful step in your career.
NJR15943
Apply Now
