Position details
PARAPLANNER / TRAINEE
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Coventry
£40000 - £45000 30/06/2025
NJR15878
£40000 - £45000 30/06/2025
NJR15878
DESCRIPTION
Paraplanner - Independent Wealth Management Firm
Location: Coventry
Salary: Up to £45,000
Full-Time | Permanent | Hybrid / Office-Based
NJR Recruitment is proud to be supporting a successful, forward-thinking wealth management business in their search for an experienced Paraplanner. This is an exciting opportunity to join a firm committed to delivering high-quality, client-focused financial planning and offering strong progression opportunities for the right individual.
The Opportunity:
You\'ll be a vital part of the financial planning team, working closely with financial advisers to deliver expert technical support. From detailed research to crafting bespoke suitability reports, this role offers a blend of technical depth and collaborative client care, supporting both new business and ongoing advice strategies.
Key Responsibilities:
\" Draft clear and compliant suitability reports across pensions, investments, protection, IHT, and more
\" Conduct research and analysis to support financial planning recommendations
\" Work collaboratively with advisers to understand client objectives and ensure advice aligns accordingly
\" Liaise with providers and colleagues across the business to gather information and maintain file quality
\" Maintain up-to-date technical knowledge and adhere to regulatory and internal compliance standards
\" Support with the continual improvement of internal processes and systems
What We\'re Looking For:
\" Experience as a Paraplanner within a financial planning or IFA environment
\" Strong understanding of investment, pension, and protection products
\" Excellent written and verbal communication skills
\" Diploma in Regulated Financial Planning (or working towards it)
\" Proficiency with financial services software and platforms
\" A detail-focused, team-oriented individual with a proactive attitude
What\'s on Offer:
\" A competitive salary tailored to your experience
\" Opportunities for ongoing professional development and exam support
\" Collaborative working environment with hybrid flexibility
\" Exposure to varied and interesting client cases
\" A values-driven firm focused on delivering exceptional advice
Apply Now
Let us help you make your next career move the right one. If you\'re a skilled Paraplanner seeking to make an impact in a high-calibre, client-focused business, apply online today or for further information speak to one of our specialist consultants quoting reference NJR15878
Location: Coventry
Salary: Up to £45,000
Full-Time | Permanent | Hybrid / Office-Based
NJR Recruitment is proud to be supporting a successful, forward-thinking wealth management business in their search for an experienced Paraplanner. This is an exciting opportunity to join a firm committed to delivering high-quality, client-focused financial planning and offering strong progression opportunities for the right individual.
The Opportunity:
You\'ll be a vital part of the financial planning team, working closely with financial advisers to deliver expert technical support. From detailed research to crafting bespoke suitability reports, this role offers a blend of technical depth and collaborative client care, supporting both new business and ongoing advice strategies.
Key Responsibilities:
\" Draft clear and compliant suitability reports across pensions, investments, protection, IHT, and more
\" Conduct research and analysis to support financial planning recommendations
\" Work collaboratively with advisers to understand client objectives and ensure advice aligns accordingly
\" Liaise with providers and colleagues across the business to gather information and maintain file quality
\" Maintain up-to-date technical knowledge and adhere to regulatory and internal compliance standards
\" Support with the continual improvement of internal processes and systems
What We\'re Looking For:
\" Experience as a Paraplanner within a financial planning or IFA environment
\" Strong understanding of investment, pension, and protection products
\" Excellent written and verbal communication skills
\" Diploma in Regulated Financial Planning (or working towards it)
\" Proficiency with financial services software and platforms
\" A detail-focused, team-oriented individual with a proactive attitude
What\'s on Offer:
\" A competitive salary tailored to your experience
\" Opportunities for ongoing professional development and exam support
\" Collaborative working environment with hybrid flexibility
\" Exposure to varied and interesting client cases
\" A values-driven firm focused on delivering exceptional advice
Apply Now
Let us help you make your next career move the right one. If you\'re a skilled Paraplanner seeking to make an impact in a high-calibre, client-focused business, apply online today or for further information speak to one of our specialist consultants quoting reference NJR15878
Apply Now
