Position details
16/10/2026
NJR17066
TRAINEE PARAPLANNER
Location
Posted on
Reference
Posted on
Reference
16/10/2026
NJR17066
DESCRIPTION
Trainee Paraplanner
Location: Leicester
Salary: Attractive salary, dependent on experience
NJR Recruitment is working with a firm of Financial Planners who have been operating since 2009, and work across two office locations across the Midlands. They are now looking for an additional Paraplanner / Trainee Paraplanner to join either office (Leicester or Shropshire) and to take responsibility for providing essential technical and administrative support to Financial Advisers. This is an excellent opportunity for someone with strong organisational skills, a methodical approach and a keen eye for detail who enjoys working with client information, preparing suitability reports and supporting the delivery of high-quality financial advice.
The Role
As Paraplanner, you will support Financial Advisers throughout the advice process, from researching client circumstances and gathering provider information to preparing suitability reports and coordinating new business submissions.
You will play a key role in ensuring client files are accurate and complete, documentation meets compliance standards and applications are processed efficiently.
Key Responsibilities
\" Conduct research and prepare individual client files, obtaining the necessary information and documentation from product providers.
\" Update internal systems with information received and ensure supporting documents are accurately recorded against client files.
\" Liaise with clients, advisers and external providers to obtain outstanding information and progress tasks.
\" Collate paperwork for new business submissions, ensuring file notes and supporting documentation are complete and accurate.
\" Review fact finds and work with advisers to obtain any missing client information.
\" Prepare suitability reports using accurate and consistent information from clients, advisers and providers.
\" Ensure reports meet the required compliance standards and address compliance feedback promptly.
\" Challenge compliance decisions where appropriate and provide supporting information when required.
\" Prepare documentation for adviser meetings and check returned paperwork for completeness and correct signatures.
\" Submit applications accurately and within agreed timescales.
\" Update internal systems with new plan information and maintain accurate client records.
\" Scan and upload applications, suitability letters and supporting documentation.
\" Keep tasks, workflows and business opportunities up to date to support efficient case progression.
About You
We are looking for someone who is highly organised, methodical and committed to producing accurate, high-quality work.
You will ideally demonstrate:
\" Strong attention to detail when handling sensitive client information and financial documentation.
\" Excellent organisational skills and the ability to manage multiple tasks and deadlines.
\" Clear and professional communication skills when dealing with advisers, clients and external providers.
\" The ability to follow established processes while taking ownership of your responsibilities.
\" A proactive approach to obtaining outstanding information and progressing cases.
\" Confidence using internal systems to maintain accurate records and manage workflows.
\" A collaborative attitude and a commitment to delivering excellent client service.
\" An understanding of the importance of compliance and maintaining high standards throughout the advice process.
Previous experience within financial services, particularly in Paraplanning or financial planning administration, would be beneficial.
Benefits
\" Attractive salary, dependent on experience.
\" Eligibility to participate in a discretionary annual bonus scheme.
\" Staff healthcare scheme.
\" Company pension scheme.
\" Death in Service provision.
If you have experience in financial services and are looking for a position where you can apply your technical and organisational skills while supporting the delivery of quality financial advice, we would love to hear from you.
Apply today via NJR Recruitment or call quoting the reference NJR17066
Location: Leicester
Salary: Attractive salary, dependent on experience
NJR Recruitment is working with a firm of Financial Planners who have been operating since 2009, and work across two office locations across the Midlands. They are now looking for an additional Paraplanner / Trainee Paraplanner to join either office (Leicester or Shropshire) and to take responsibility for providing essential technical and administrative support to Financial Advisers. This is an excellent opportunity for someone with strong organisational skills, a methodical approach and a keen eye for detail who enjoys working with client information, preparing suitability reports and supporting the delivery of high-quality financial advice.
The Role
As Paraplanner, you will support Financial Advisers throughout the advice process, from researching client circumstances and gathering provider information to preparing suitability reports and coordinating new business submissions.
You will play a key role in ensuring client files are accurate and complete, documentation meets compliance standards and applications are processed efficiently.
Key Responsibilities
\" Conduct research and prepare individual client files, obtaining the necessary information and documentation from product providers.
\" Update internal systems with information received and ensure supporting documents are accurately recorded against client files.
\" Liaise with clients, advisers and external providers to obtain outstanding information and progress tasks.
\" Collate paperwork for new business submissions, ensuring file notes and supporting documentation are complete and accurate.
\" Review fact finds and work with advisers to obtain any missing client information.
\" Prepare suitability reports using accurate and consistent information from clients, advisers and providers.
\" Ensure reports meet the required compliance standards and address compliance feedback promptly.
\" Challenge compliance decisions where appropriate and provide supporting information when required.
\" Prepare documentation for adviser meetings and check returned paperwork for completeness and correct signatures.
\" Submit applications accurately and within agreed timescales.
\" Update internal systems with new plan information and maintain accurate client records.
\" Scan and upload applications, suitability letters and supporting documentation.
\" Keep tasks, workflows and business opportunities up to date to support efficient case progression.
About You
We are looking for someone who is highly organised, methodical and committed to producing accurate, high-quality work.
You will ideally demonstrate:
\" Strong attention to detail when handling sensitive client information and financial documentation.
\" Excellent organisational skills and the ability to manage multiple tasks and deadlines.
\" Clear and professional communication skills when dealing with advisers, clients and external providers.
\" The ability to follow established processes while taking ownership of your responsibilities.
\" A proactive approach to obtaining outstanding information and progressing cases.
\" Confidence using internal systems to maintain accurate records and manage workflows.
\" A collaborative attitude and a commitment to delivering excellent client service.
\" An understanding of the importance of compliance and maintaining high standards throughout the advice process.
Previous experience within financial services, particularly in Paraplanning or financial planning administration, would be beneficial.
Benefits
\" Attractive salary, dependent on experience.
\" Eligibility to participate in a discretionary annual bonus scheme.
\" Staff healthcare scheme.
\" Company pension scheme.
\" Death in Service provision.
If you have experience in financial services and are looking for a position where you can apply your technical and organisational skills while supporting the delivery of quality financial advice, we would love to hear from you.
Apply today via NJR Recruitment or call quoting the reference NJR17066
Apply Now
