NJR Recruitment
Paraplanner
Harrogate
Up to £45,000 DOE
Office Based
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team.
This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships.
Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection.
The Role
Key responsibilities will include:
- Writing detailed and compliant suitability reports
- Conducting technical research and analysis
- Preparing recommendation and review documentation
- Supporting advisers with complex client cases
- Liaising with providers and platforms to progress business
- Assisting with annual reviews and ongoing client servicing
- Ensuring all work meets FCA and internal compliance standards
About You
- Previous experience within a Paraplanning role is essential
- Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary
- Strong experience writing suitability reports
- Good technical understanding of pensions, investments and financial planning products
- Excellent attention to detail and organisational skills
- Professional, personable and team-focused approach
- Ability to manage workloads effectively within a busy environment
What’s on Offer
- Salary up to £45,000 DOE
- Higher salary available for those with Level 6 Qualifications
- Enhanced pension scheme
- Death in Service cover
- 25 days holiday plus bank holidays
- Early finish every Friday
- Friendly and supportive office environment
- Opportunity to join a well-established and respected Financial Planning firm
This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued.
For a confidential discussion, please contact NJR Recruitment quoting NJR16819
To apply for this job please visit www.reed.co.uk.
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