Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Chesterfield
£35000 - £45000 06/02/2026
NJR16442
£35000 - £45000 06/02/2026
NJR16442
DESCRIPTION
Paraplanner
Location: Chesterfield
Salary: £35,000 - £45,000
This is an excellent opportunity for a Diploma-qualified Paraplanner to progress your career within a well-established and fast-growing financial planning firm. You\'ll be joining a business that places real value on its paraplanning function, recognising it as central to delivering high-quality advice and outstanding client outcomes.
The Role
As a Paraplanner, you will work closely with Financial Advisers to support the end-to-end financial planning process. This is a highly technical role requiring strong analytical skills, attention to detail, and a commitment to delivering compliant, high-quality advice.
Key Responsibilities
\" Use financial planning software to model scenarios and projections
\" Prepare and review suitability reports, investment proposals and client documentation
\" Carry out product and fund research across pensions, investments, protection and estate planning
\" Collaborate closely with advisers to implement tailored financial strategies
\" Maintain accurate and up-to-date client records on back-office systems
\" Stay up to date with regulatory changes, market developments and industry best practice
What do we need from you?
Essential
\" CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
\" Strong knowledge of pensions, investments, protection and estate planning
\" Excellent analytical and report-writing skills
\" Strong attention to detail and organisational ability
\" Experience using back-office systems such as Genovo and/or Intelliflo Office
What\'s on Offer
\" Career progression within a growing paraplanning function
\" Full support towards Chartered status
\" Supportive, professional and collaborative working environment
Apply today via NJR Recruitment or call quoting the reference NJR164442
Location: Chesterfield
Salary: £35,000 - £45,000
This is an excellent opportunity for a Diploma-qualified Paraplanner to progress your career within a well-established and fast-growing financial planning firm. You\'ll be joining a business that places real value on its paraplanning function, recognising it as central to delivering high-quality advice and outstanding client outcomes.
The Role
As a Paraplanner, you will work closely with Financial Advisers to support the end-to-end financial planning process. This is a highly technical role requiring strong analytical skills, attention to detail, and a commitment to delivering compliant, high-quality advice.
Key Responsibilities
\" Use financial planning software to model scenarios and projections
\" Prepare and review suitability reports, investment proposals and client documentation
\" Carry out product and fund research across pensions, investments, protection and estate planning
\" Collaborate closely with advisers to implement tailored financial strategies
\" Maintain accurate and up-to-date client records on back-office systems
\" Stay up to date with regulatory changes, market developments and industry best practice
What do we need from you?
Essential
\" CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
\" Strong knowledge of pensions, investments, protection and estate planning
\" Excellent analytical and report-writing skills
\" Strong attention to detail and organisational ability
\" Experience using back-office systems such as Genovo and/or Intelliflo Office
What\'s on Offer
\" Career progression within a growing paraplanning function
\" Full support towards Chartered status
\" Supportive, professional and collaborative working environment
Apply today via NJR Recruitment or call quoting the reference NJR164442
Apply Now
