Position details
SENIOR PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Remote
£45000 - £60000 16/06/2026
NJR15917
£45000 - £60000 16/06/2026
NJR15917
DESCRIPTION
Senior Paraplanner
Location: Remote (with occasional travel to North Yorkshire if required)
Salary: Up to £60,000 (depending on experience)
Are you an experienced Paraplanner looking for a long-term role in a boutique, client-centric environment? NJR Recruitment is working with a highly regarded and growing independent wealth planning firm to recruit a Senior Paraplanner who thrives in a close-knit, values-led team and is committed to delivering excellent client outcomes
This is a rare opportunity to join a small firm that offers genuine autonomy, flexibility, and a focus on quality over volume. If you\'re someone who takes pride in technical detail, report writing, and client communication-and enjoys working collaboratively across financial planning functions-this role could be the perfect fit
About the Role:
As a Paraplanner, you will take day-to-day responsibility for managing and supporting client relationships, while providing technical input across the advice process.
Your key responsibilities will include:
\" Attending and supporting client meetings, preparing clear and compliant meeting notes
\" Writing high-quality suitability reports across pensions, investments, estate and tax planning
\" Conducting technical research using tools like FE Analytics, CashCalc, Selectapension
\" Reviewing portfolios and proactively identifying review needs and opportunities
\" Liaising with providers and supporting implementation of advice
\" Maintaining accurate client records and supporting ongoing compliance standards
What We\'re Looking For:
\" Extensive experience in a paraplanning role with strong knowledge of technical and complex cases
\" Diploma in Regulated Financial Planning (Level 4) minimum - Chartered status preferable
\" Strong report writing and research skills
\" Excellent written and verbal communication
\" Confident using platforms such as AJ Bell, Aegon (ex Cofunds) and financial planning tools
\" Detail-focused, proactive, and client service-oriented
\" Comfortable working independently in a remote setting
What\'s on Offer:
\" Salary up to £60,000 (DOE)
\" Remote working with flexibility to fit your lifestyle
\" Collaborative, supportive team culture
\" Generous holiday allowance (25+ days plus bank holidays)
\" Tailored benefits package based on individual needs
\" A role that values longevity, trust, and work-life balance
If you\'re looking to join a people-first business where your input makes a real impact - and where clients are genuinely placed at the heart of the process - we\'d love to hear from you.
Apply today or contact NJR Recruitment quoting NJR15917 for a confidential discussion.
Location: Remote (with occasional travel to North Yorkshire if required)
Salary: Up to £60,000 (depending on experience)
Are you an experienced Paraplanner looking for a long-term role in a boutique, client-centric environment? NJR Recruitment is working with a highly regarded and growing independent wealth planning firm to recruit a Senior Paraplanner who thrives in a close-knit, values-led team and is committed to delivering excellent client outcomes
This is a rare opportunity to join a small firm that offers genuine autonomy, flexibility, and a focus on quality over volume. If you\'re someone who takes pride in technical detail, report writing, and client communication-and enjoys working collaboratively across financial planning functions-this role could be the perfect fit
About the Role:
As a Paraplanner, you will take day-to-day responsibility for managing and supporting client relationships, while providing technical input across the advice process.
Your key responsibilities will include:
\" Attending and supporting client meetings, preparing clear and compliant meeting notes
\" Writing high-quality suitability reports across pensions, investments, estate and tax planning
\" Conducting technical research using tools like FE Analytics, CashCalc, Selectapension
\" Reviewing portfolios and proactively identifying review needs and opportunities
\" Liaising with providers and supporting implementation of advice
\" Maintaining accurate client records and supporting ongoing compliance standards
What We\'re Looking For:
\" Extensive experience in a paraplanning role with strong knowledge of technical and complex cases
\" Diploma in Regulated Financial Planning (Level 4) minimum - Chartered status preferable
\" Strong report writing and research skills
\" Excellent written and verbal communication
\" Confident using platforms such as AJ Bell, Aegon (ex Cofunds) and financial planning tools
\" Detail-focused, proactive, and client service-oriented
\" Comfortable working independently in a remote setting
What\'s on Offer:
\" Salary up to £60,000 (DOE)
\" Remote working with flexibility to fit your lifestyle
\" Collaborative, supportive team culture
\" Generous holiday allowance (25+ days plus bank holidays)
\" Tailored benefits package based on individual needs
\" A role that values longevity, trust, and work-life balance
If you\'re looking to join a people-first business where your input makes a real impact - and where clients are genuinely placed at the heart of the process - we\'d love to hear from you.
Apply today or contact NJR Recruitment quoting NJR15917 for a confidential discussion.
Apply Now
