Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Burnley
£38000 - £40000 06/02/2026
NJR16443
£38000 - £40000 06/02/2026
NJR16443
DESCRIPTION
Paraplanner
Location: Burnley Area
Salary: Up to £40,000
Working Pattern: Hybrid - 2 days WFH, 3 days office-based
Parking: Free onsite parking
About the Role
We are seeking an experienced and fully qualified Level 4 Paraplanner to join a growing Financial Planning Support Team based in the Burnley area. Working closely with Financial Planners, you will play a key role in delivering a high-quality, compliant and client-focused financial planning service.
This is an excellent opportunity for an established Paraplanner who enjoys technical research, detailed report writing and collaborating with advisers in a supportive, professional environment.
Key Responsibilities
1. Prepare detailed suitability reports and client review reports across pensions, investments, protection and retirement planning
2. Undertake technical research to support appropriate and compliant advice recommendations
3. Maintain accurate and up-to-date client records on back-office systems, including Intelligent Office
4. Ensure all documentation meets FCA and internal compliance requirements
5. Liaise with product providers and third parties to obtain information for reports and recommendations
6. Participate in team meetings, highlighting issues and taking ownership of agreed actions
Skills, Experience & Qualifications
Essential
1. Diploma in Financial Planning (Level 4)
2. Minimum 2 years\' experience working as a Paraplanner
3. Strong experience producing suitability and review reports across multiple advice types
4. Excellent written communication skills with exceptional attention to detail
5. Strong organisational and time management skills
6. Good working knowledge of FCA regulations and compliance requirements
Desirable
1. Experience using cashflow modelling software
2. Experience working within an independent financial advice firm
Personal Attributes
1. High professional integrity and commitment to quality
2. Confident communicator, both written and verbal
3. Collaborative team player who works well within structured processes
4. Flexible, proactive and committed to continuous improvement
Working Arrangements
1. Office-based during probation (3 months)
2. Hybrid working thereafter: 2 days from home, 3 days in the office
Benefits
1. 25 days annual leave (increasing with length of service)
2. Employer pension contribution: 4% (5% employee via salary sacrifice)
3. £200,000 group life assurance
4. Free onsite parking
5. Paid Christmas party and summer social
6. Supportive, professional working environment
Apply today via NJR Recruitment or call quoting the reference NJR16443
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.
Location: Burnley Area
Salary: Up to £40,000
Working Pattern: Hybrid - 2 days WFH, 3 days office-based
Parking: Free onsite parking
About the Role
We are seeking an experienced and fully qualified Level 4 Paraplanner to join a growing Financial Planning Support Team based in the Burnley area. Working closely with Financial Planners, you will play a key role in delivering a high-quality, compliant and client-focused financial planning service.
This is an excellent opportunity for an established Paraplanner who enjoys technical research, detailed report writing and collaborating with advisers in a supportive, professional environment.
Key Responsibilities
1. Prepare detailed suitability reports and client review reports across pensions, investments, protection and retirement planning
2. Undertake technical research to support appropriate and compliant advice recommendations
3. Maintain accurate and up-to-date client records on back-office systems, including Intelligent Office
4. Ensure all documentation meets FCA and internal compliance requirements
5. Liaise with product providers and third parties to obtain information for reports and recommendations
6. Participate in team meetings, highlighting issues and taking ownership of agreed actions
Skills, Experience & Qualifications
Essential
1. Diploma in Financial Planning (Level 4)
2. Minimum 2 years\' experience working as a Paraplanner
3. Strong experience producing suitability and review reports across multiple advice types
4. Excellent written communication skills with exceptional attention to detail
5. Strong organisational and time management skills
6. Good working knowledge of FCA regulations and compliance requirements
Desirable
1. Experience using cashflow modelling software
2. Experience working within an independent financial advice firm
Personal Attributes
1. High professional integrity and commitment to quality
2. Confident communicator, both written and verbal
3. Collaborative team player who works well within structured processes
4. Flexible, proactive and committed to continuous improvement
Working Arrangements
1. Office-based during probation (3 months)
2. Hybrid working thereafter: 2 days from home, 3 days in the office
Benefits
1. 25 days annual leave (increasing with length of service)
2. Employer pension contribution: 4% (5% employee via salary sacrifice)
3. £200,000 group life assurance
4. Free onsite parking
5. Paid Christmas party and summer social
6. Supportive, professional working environment
Apply today via NJR Recruitment or call quoting the reference NJR16443
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.
Apply Now
