Job Description
Junior Paraplanner
Location: Shrewsbury OR Leicester
Salary: Competitive (DOE) Benefits
Full-Time | Permanent | Study Support Available
NJR Recruitment is proud to be working on behalf of a successful and client-focused wealth management firm based in Shrewsbury & Leicester whoto continued growth, the firm is now looking to appoint a Junior or Qualified/Experienced Paraplanner to join their dedicated and professional team. They are happy to consider candidates to be able to work out of either office.
This role is ideal for someone who thrives in a collaborative environment, enjoys working closely with advisers, and is committed to delivering high-quality, compliant financial planning support.
Key Responsibilities:
* Conduct product and provider research to support client recommendations
* Liaise with clients and third-party providers to obtain required information
* Prepare accurate and personalised suitability reports in line with compliance guidelines
* Ensure case files are fully documented and audit-ready, including fact finds and supporting documents
* Collate paperwork and submit applications for new business, drawdown, switches, and top-ups
* Monitor pipeline and update internal systems with new plan details and documentation
* Respond to compliance feedback in a timely and professional manner
* Maintain up-to-date knowledge of financial planning products, tax wrappers, and regulatory requirements
What We're Looking For:
* Proven experience in a paraplanning or technical support role within a financial planning firm
* Ability to produce high-quality suitability reports for pensions, investments, protection, and retirement planning
* Strong understanding of FCA compliance and financial advice processes
* Confident communicator, able to liaise effectively with advisers, providers, and clients
* Highly organised with strong attention to detail
* Familiarity with financial planning software (e.g., Intelligent Office) is an advantage
* Working towards or holding the Level 4 Diploma in Regulated Financial Planning is desirable
What’s on Offer:
* Competitive salary based on experience
* Supportive and professional team environment
* Study support towards industry qualifications
* Opportunities for progression within a growing business
* Flexible working options considered
Apply Now
If you’re an experienced paraplanner looking to grow your career within a professional, client-first financial planning business, apply today via NJR Recruitment.
NJR15959