Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Newcastle-Under-Lyme
£35000 - £38000 07/10/2025
NJR15990
£35000 - £38000 07/10/2025
NJR15990
DESCRIPTION
Paraplanner - Newcastle-under-Lyme
Location: Newcastle-under-Lyme
Salary: Up to £38,000 DOE + Benefits
Full-Time | Permanent | 37.5 Hours per Week
NJR Recruitment is delighted to be representing a leading financial planning firm in their search for an experienced Paraplanner to join their Newcastle-under-Lyme office. This is an excellent opportunity to work closely with highly qualified financial planners in delivering high-quality, compliant financial advice to a wide range of clients.
Key Responsibilities
\" Conduct detailed product, fund, and provider research using systems such as FE Analytics, Selectapension, and cashflow modelling tools
\" Maintain and update suitability report templates to ensure regulatory compliance
\" Prepare detailed suitability reports and recommendations in collaboration with advisers
\" Collate due diligence on funds, providers, and platforms
\" Assist in preparing tax calculations where relevant
\" Ensure all compliance documentation is correct and complete before presenting advice
\" Liaise with administrators, advisers, and clients to gather and verify required information
What We\'re Looking For
\" At least 2 years\' experience in a Paraplanning role within an IFA environment
\" Level 4 Diploma qualified (DipPFS) or equivalent
\" Strong understanding of pensions, investments, and the full financial planning process
\" Excellent attention to detail and organisational skills
\" Strong IT proficiency and ability to use multiple financial planning tools
What\'s on Offer
\" Salary up to £38,000 DOE
\" Employer pension contribution (3%)
\" 23 days annual leave + bank holidays (increasing with service)
\" Group life cover (4x salary), income protection, and sick pay
\" Employee Assistance Programme & financial wellbeing support
Apply Now
If you\'re a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you.
Apply today through NJR Recruitment and take the next meaningful step in your career.
NJR15990
Location: Newcastle-under-Lyme
Salary: Up to £38,000 DOE + Benefits
Full-Time | Permanent | 37.5 Hours per Week
NJR Recruitment is delighted to be representing a leading financial planning firm in their search for an experienced Paraplanner to join their Newcastle-under-Lyme office. This is an excellent opportunity to work closely with highly qualified financial planners in delivering high-quality, compliant financial advice to a wide range of clients.
Key Responsibilities
\" Conduct detailed product, fund, and provider research using systems such as FE Analytics, Selectapension, and cashflow modelling tools
\" Maintain and update suitability report templates to ensure regulatory compliance
\" Prepare detailed suitability reports and recommendations in collaboration with advisers
\" Collate due diligence on funds, providers, and platforms
\" Assist in preparing tax calculations where relevant
\" Ensure all compliance documentation is correct and complete before presenting advice
\" Liaise with administrators, advisers, and clients to gather and verify required information
What We\'re Looking For
\" At least 2 years\' experience in a Paraplanning role within an IFA environment
\" Level 4 Diploma qualified (DipPFS) or equivalent
\" Strong understanding of pensions, investments, and the full financial planning process
\" Excellent attention to detail and organisational skills
\" Strong IT proficiency and ability to use multiple financial planning tools
What\'s on Offer
\" Salary up to £38,000 DOE
\" Employer pension contribution (3%)
\" 23 days annual leave + bank holidays (increasing with service)
\" Group life cover (4x salary), income protection, and sick pay
\" Employee Assistance Programme & financial wellbeing support
Apply Now
If you\'re a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you.
Apply today through NJR Recruitment and take the next meaningful step in your career.
NJR15990
Apply Now
