Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Leeds
£35000 - £40000 27/05/2026
NJR16733
Plus Bonus
£35000 - £40000 27/05/2026
NJR16733
Plus Bonus
DESCRIPTION
Paraplanner
Leeds
£35,000 - £40,000 DOE + Bonus
Hybrid Working (3 Days from Home)
NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Leeds-based team.
This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.
The Role
As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.
Key responsibilities will include:
\" Conducting research and analysis across pensions, investments and protection
\" Preparing and writing detailed suitability reports and recommendation letters
\" Undertaking investment portfolio and risk analysis
\" Preparing illustrations, projections and client review documentation
\" Ensuring client files meet FCA and internal compliance standards
\" Supporting advisers with ongoing client servicing and planning strategies
\" Working collaboratively with administration and adviser teams to deliver excellent client service
About You
\" Previous experience within a Paraplanning role is essential
\" Experience writing technical suitability reports
\" Good technical understanding of pensions, investments and financial planning products
\" Progress towards the Level 4 Diploma advantageous
\" Strong attention to detail and analytical skills
\" Able to work effectively both independently and as part of a team
\" Professional, organised and client-focused approach
What\'s on Offer
\" Salary up to £40,000 DOE
\" Annual bonus opportunity
\" Hybrid working - 3 days working from home
\" 25 days holiday + bank holidays
\" Birthday day off
\" Funded exams and paid study leave
\" Strong long-term development and progression opportunities
\" Life assurance
\" Flexible benefits package
\" Employee wellbeing support and discounts platform
This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers.
Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16733
Leeds
£35,000 - £40,000 DOE + Bonus
Hybrid Working (3 Days from Home)
NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Leeds-based team.
This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients.
The Role
As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process.
Key responsibilities will include:
\" Conducting research and analysis across pensions, investments and protection
\" Preparing and writing detailed suitability reports and recommendation letters
\" Undertaking investment portfolio and risk analysis
\" Preparing illustrations, projections and client review documentation
\" Ensuring client files meet FCA and internal compliance standards
\" Supporting advisers with ongoing client servicing and planning strategies
\" Working collaboratively with administration and adviser teams to deliver excellent client service
About You
\" Previous experience within a Paraplanning role is essential
\" Experience writing technical suitability reports
\" Good technical understanding of pensions, investments and financial planning products
\" Progress towards the Level 4 Diploma advantageous
\" Strong attention to detail and analytical skills
\" Able to work effectively both independently and as part of a team
\" Professional, organised and client-focused approach
What\'s on Offer
\" Salary up to £40,000 DOE
\" Annual bonus opportunity
\" Hybrid working - 3 days working from home
\" 25 days holiday + bank holidays
\" Birthday day off
\" Funded exams and paid study leave
\" Strong long-term development and progression opportunities
\" Life assurance
\" Flexible benefits package
\" Employee wellbeing support and discounts platform
This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers.
Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16733
Apply Now
