Paraplanner
Hull
Up to £40,000 DOE + Bonus
Hybrid / Predominantly Remote Working
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team.
This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility.
The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression.
The Role
Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing.
Key responsibilities will include:
* Writing high-quality suitability reports across a full range of pensions, investments and estate planning
* Conducting research and analysis to support adviser recommendations
* Preparing client review documentation and recommendation packs
* Liaising with advisers, administrators and providers to progress cases
* Supporting advisers with technical queries and planning strategies
* Ensuring documentation meets compliance and FCA standards
About You
* Previous experience within an IFA / Financial Planning environment
* Strong experience writing suitability reports is essential
* Good technical understanding of financial planning products and advice processes
* Level 4 Diploma not essential, though progression towards qualifications would be advantageous
* Strong attention to detail and written communication skills
* Organised, proactive and able to work independently
What's on Offer
* Salary up to £40,000 DOE
* Bonus scheme
* Predominantly remote / hybrid working
* Flexible working hours
* Excellent long-term development opportunities
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