Paraplanner

Paraplanner Redcar £34,000 - £37,500 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.