Job Description
Junior Paraplanner
Wakefield
£26,000-£30,000 + Bonus
NJR Recruitment is delighted to be supporting a leading, fast-growing wealth management firm in Wakefield as they look to recruit an ambitious Junior Paraplanner to join their support team. This is a fantastic opportunity for someone with early-stage technical knowledge who is eager to develop into a fully qualified Paraplanner.
The Opportunity:
This role is ideal for a motivated individual with experience in technical report writing and at least RO1 (or higher) who wants hands-on training, exam support, and clear progression into a full Paraplanner position.
You'll work closely with senior Paraplanners, Advisers, and Directors, gaining experience in the entire advice process-from research and analysis to drafting suitability reports and supporting client recommendations.
Key Responsibilities:
* Assist with gathering and analysing client information
* Processing new business requests
* Conduct research across pensions, investments, and protection
* Draft suitability letters and supporting documents (including AI-assisted templates)
* Support advisers with case preparation and technical queries
* Help implement advice recommendations and liaise with providers
* Maintain accurate, compliant client files
What We're Looking For:
* RO1 (minimum) - additional exams highly advantageous
* Experience in financial planning support or report writing
* Strong technical aptitude and willingness to learn
* Excellent attention to detail
* Professional communication skills
* A proactive team player with a positive attitude and a desire to progress
What's on Offer:
* £26,000 - £30,000 (depending on experience)
* Discretionary bonus scheme
* Funded exams + structured development pathway
* Mentorship from experienced technical staff
* 25 days holiday + bank holidays
* 35 hours per week
* Pension scheme
* 4x salary life assurance
If you're looking for a supportive environment with genuine career development, this is an excellent opportunity to take the next step.
Apply now or to learn more, contact NJR Recruitment quoting NJR16500