Position details
PARAPLANNER - REMOTE
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Remote
£40000 - £45000 13/05/2026
NJR16606
£40000 - £45000 13/05/2026
NJR16606
DESCRIPTION
QUALIFIED PARAPLANNER - FULLY REMOTE
EXCELLENT COMPANY PERKS!
SALARY UP TO 45,000
NJR Recruitment is working in Partnership with a UK-based Wealth Management & Financial Planning firm that helps individuals, business owners, and companies manage money, pensions, investments, retirement planning, and employee benefits. It was founded in Leicester in 1991, and since that time, our client has grown from a small Leicester business into a nationwide firm with offices across the UK, including Manchester, Birmingham, Edinburgh, and London regions, and they now manage billions in client assets.
They are now looking to recruit additional Paraplanner\'s to join their nationwide technical team.
THE ROLE:
Our clients Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required. As a Paraplanner, you will work as part of a collective to assist the Directors and Senior Consultants in providing technical Wealth Management support for the delivery of key products and services to clients.
RESPONSIBILITIES:
The successful applicants will be expected to support clients with information gathering and planning, through to delivery on a case-by-case basis. You may also be required to be an additional point of contact for clients alongside the Client Relationship Managers. Other responsibilities may include;
\" Providing technical and investment advice support on all aspects of clients\' requirements and wealth management planning
\" Preparing, reviewing, and updating letters, proposals, and reports (with consultant direction) with attention given to the clients\' risk management position
\" Providing support in the delivery of the Group\'s products and services to clients, including cash management, tax products and any special projects
WHAT YOU NEED TO SUCCEED:
\" Have a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (equivalent qualification will also be accepted
\" Sound technical knowledge of the spectrum of financial products and the relevance to client requirements including pensions, protection, wider personal wealth management
\" Up-to-date knowledge of the regulations, legislation, policies, and procedures relevant to the role
\" As this role is a certification function under the Senior Managers and Certification Regime (SMCR) the role holder will be required to undertake annual FIT assessments and must have their certification reissued annually
WHAT THEY ARE OFFERING -
\" A basic salary of up to £45,000
\" Continuous exam support
\" Solid career development, (Down the Technical Paraplanner or Financial Planner route)
\" Group life assurance
\" Pension scheme - company contributes 5% if the employee contributes at least 5%.
\" Income protection
\" Health cash plan
Voluntary / flexible benefits
private medical insurance
o dental insurance
o critical illness cover
o spouse/partner life cover
o Bike to Work scheme
o gym discounts
o retail discount schemes
o travel loans and travel discounts
o cars via salary sacrifice/exchange
o dining card schemes
charitable giving (\"Give as you earn\")
EXCELLENT COMPANY PERKS!
SALARY UP TO 45,000
NJR Recruitment is working in Partnership with a UK-based Wealth Management & Financial Planning firm that helps individuals, business owners, and companies manage money, pensions, investments, retirement planning, and employee benefits. It was founded in Leicester in 1991, and since that time, our client has grown from a small Leicester business into a nationwide firm with offices across the UK, including Manchester, Birmingham, Edinburgh, and London regions, and they now manage billions in client assets.
They are now looking to recruit additional Paraplanner\'s to join their nationwide technical team.
THE ROLE:
Our clients Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required. As a Paraplanner, you will work as part of a collective to assist the Directors and Senior Consultants in providing technical Wealth Management support for the delivery of key products and services to clients.
RESPONSIBILITIES:
The successful applicants will be expected to support clients with information gathering and planning, through to delivery on a case-by-case basis. You may also be required to be an additional point of contact for clients alongside the Client Relationship Managers. Other responsibilities may include;
\" Providing technical and investment advice support on all aspects of clients\' requirements and wealth management planning
\" Preparing, reviewing, and updating letters, proposals, and reports (with consultant direction) with attention given to the clients\' risk management position
\" Providing support in the delivery of the Group\'s products and services to clients, including cash management, tax products and any special projects
WHAT YOU NEED TO SUCCEED:
\" Have a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (equivalent qualification will also be accepted
\" Sound technical knowledge of the spectrum of financial products and the relevance to client requirements including pensions, protection, wider personal wealth management
\" Up-to-date knowledge of the regulations, legislation, policies, and procedures relevant to the role
\" As this role is a certification function under the Senior Managers and Certification Regime (SMCR) the role holder will be required to undertake annual FIT assessments and must have their certification reissued annually
WHAT THEY ARE OFFERING -
\" A basic salary of up to £45,000
\" Continuous exam support
\" Solid career development, (Down the Technical Paraplanner or Financial Planner route)
\" Group life assurance
\" Pension scheme - company contributes 5% if the employee contributes at least 5%.
\" Income protection
\" Health cash plan
Voluntary / flexible benefits
private medical insurance
o dental insurance
o critical illness cover
o spouse/partner life cover
o Bike to Work scheme
o gym discounts
o retail discount schemes
o travel loans and travel discounts
o cars via salary sacrifice/exchange
o dining card schemes
charitable giving (\"Give as you earn\")
Apply Now
