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Paraplanner

NJR Recruitment·Manchester (North West England)HybridMid
£35 000 – £40 000 / year
Vox Summary
  • Role Responsibilities: Providing technical support through research, analysis, report writing, and preparing client documentation to ensure high-quality financial planning outcomes.
  • Key Requirements: Experience in a Paraplanning role, writing suitability reports, technical understanding of pensions, investments, and financial products, and progress towards Level 4 Diploma is advantageous.
  • Conditions & Benefits: Salary up to £40,000 DOE, bonus opportunity, hybrid working (3 days from home), 25 days holiday plus bank holidays, funded exams, long-term development, and wellbeing support.
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Job description

Paraplanner Manchester £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 Manchester-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

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Original source
reed.co.uk
Posted
Jun 26, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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