Paraplanner - Warwick
Location: Warwick
Salary: Up to GBP38,000 DOE Benefits
Full-Time Permanent 37.5 Hours per Week
NJR Recruitment is proud to be working with a well-respected wealth management firm seeking an experienced Paraplanner to join their Warwick office. You'll be part of a collaborative, forward-thinking team that delivers tailored financial solutions to clients, ensuring all advice is compliant, thorough, and client-focused.
Key Responsibilities
* Support financial planners by conducting in-depth research on financial products, funds, and providers
* Create high-quality suitability reports for pensions, investments, and protection cases
* Prepare cashflow modelling and detailed financial analysis
* Maintain due diligence and ensure all client files meet FCA requirements
* Liaise with clients, advisers, and administrators to gather and verify information
* Assist in identifying planning opportunities and solutions to meet client goals
What We're Looking For
* Minimum of 2 years' paraplanning experience in an IFA/wealth management setting
* Level 4 Diploma in Regulated Financial Planning (or working towards)
* Strong technical knowledge across a range of financial products
* Excellent report writing skills and attention to detail
* Confident in using financial planning software and Microsoft Office
What's on Offer
* Competitive salary up to GBP38,000 DOE
* 3% employer pension contribution
* 23 days holiday bank holidays (increasing with service)
* Life cover, income protection, and company sick pay
* Opportunities for ongoing professional development and qualifications
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.
NJR15991
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