NJR Recruitment
Qualified Paraplanner
Salary: £38,000 – £41,000
Location: Nuneaton Area (Hybrid)
About the Role
We are looking for a skilled Paraplanner to join our growing financial planning team. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount.
Key Responsibilities
" Create and compile investment reports for new and existing clients
" Prepare pre-investment packs to support Financial Consultants' recommendations
" Produce market research reports to ensure investment propositions remain competitive
" Provide technical support to administrators as required
" Maintain relationships with investment and insurance providers, supporting their management
" Ensure all work adheres to FCA Conduct Rules and compliance standards
Skills, Knowledge & Experience
" Achieved, or working towards, Financial Planning Diploma (Level 4)
" Minimum of 2 years' experience as a paraplanner in a similar financial services firm
" Strong knowledge of investments, pensions, and financial services products
" Understanding of investment PI awards and complex financial planning solutions
" Ability to consider the needs of highly vulnerable clients
" Proficiency in Microsoft Office applications
" Excellent organisational, communication, and time management skills
Personal Attributes
" Meticulous attention to detail
" Strong analytical and research capabilities
" Professional and client-focused approach
" Collaborative and supportive team player
Apply today via NJR Recruitment or call quoting the reference NJR16464
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.