Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Redcar
£35000 - £37000 09/06/2026
NJR16715
£35000 - £37000 09/06/2026
NJR16715
DESCRIPTION
Paraplanner
Redcar
£35,000 - £37,000
NJR Recruitment is delighted to be working with a highly regarded wealth management firm who are looking to recruit an experienced Paraplanner to join their growing technical support team based in Redcar.
This is an excellent opportunity for a technically strong financial planning professional who enjoys report writing, research and supporting advisers with complex client requirements within a collaborative and professional environment.
The successful candidate will work closely with Advisers, Client Relationship Managers and Compliance teams to provide high-quality paraplanning support across pensions, investments, protection and wealth management planning.
The Role
\" Provide technical support to Wealth Management Consultants and Senior Advisers
\" Prepare and review suitability reports, recommendation letters and client documentation
\" Conduct detailed research and analysis across pensions, investments and protection products
\" Assist with cash flow modelling and tax-efficient planning strategies
\" Maintain accurate and up-to-date client information and records
\" Ensure all work is completed in line with FCA and compliance standards
About You
\" Level 4 Diploma / Certification in Financial Planning or Paraplanning
\" Previous experience within a Paraplanner role
\" Strong technical knowledge across pensions, investments and protection
\" Experience writing suitability reports and conducting financial planning research
\" Excellent analytical and attention-to-detail skills
\" Strong communication and organisational abilities
\" Ability to work collaboratively within a professional advice environment
What\'s on Offer
\" Hybrid working model - 3 days office / 2 days home
\" Competitive salary and benefits package
\" Supportive and collaborative team environment
\" Opportunity to work on complex and interesting client cases
\" Ongoing professional development and training support
\" Long-term career progression opportunities
This is a fantastic opportunity for a Paraplanner looking to join a professional and growing financial planning business where technical expertise is genuinely valued.
Apply today or contact NJR Recruitment quoting NJR16715 for more information.
Redcar
£35,000 - £37,000
NJR Recruitment is delighted to be working with a highly regarded wealth management firm who are looking to recruit an experienced Paraplanner to join their growing technical support team based in Redcar.
This is an excellent opportunity for a technically strong financial planning professional who enjoys report writing, research and supporting advisers with complex client requirements within a collaborative and professional environment.
The successful candidate will work closely with Advisers, Client Relationship Managers and Compliance teams to provide high-quality paraplanning support across pensions, investments, protection and wealth management planning.
The Role
\" Provide technical support to Wealth Management Consultants and Senior Advisers
\" Prepare and review suitability reports, recommendation letters and client documentation
\" Conduct detailed research and analysis across pensions, investments and protection products
\" Assist with cash flow modelling and tax-efficient planning strategies
\" Maintain accurate and up-to-date client information and records
\" Ensure all work is completed in line with FCA and compliance standards
About You
\" Level 4 Diploma / Certification in Financial Planning or Paraplanning
\" Previous experience within a Paraplanner role
\" Strong technical knowledge across pensions, investments and protection
\" Experience writing suitability reports and conducting financial planning research
\" Excellent analytical and attention-to-detail skills
\" Strong communication and organisational abilities
\" Ability to work collaboratively within a professional advice environment
What\'s on Offer
\" Hybrid working model - 3 days office / 2 days home
\" Competitive salary and benefits package
\" Supportive and collaborative team environment
\" Opportunity to work on complex and interesting client cases
\" Ongoing professional development and training support
\" Long-term career progression opportunities
This is a fantastic opportunity for a Paraplanner looking to join a professional and growing financial planning business where technical expertise is genuinely valued.
Apply today or contact NJR Recruitment quoting NJR16715 for more information.
Apply Now
