Paraplanner – Fully Remote (National Paraplanning Team)
Location: Fully Remote (Hybrid or Office options also available)
Salary: Up to £42,000 DOE
Excellent Company Perks & Benefits
Job Type: Full-time, Permanent
Why This Role?
NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment.
You’ll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs.
Benefits You’ll Receive
- Career Progression: Ongoing development with clear opportunities for promotion.
- Training & Support: Full professional development in a supportive team culture.
- Group Pension Scheme.
- Life Assurance & Income Protection.
- Health Cash Plan.
- Share Incentive Plan.
- Social & Charity Events – get involved in fundraising and team activities.
The Role – What You’ll Be Doing
- Provide technical and investment support across pensions, protection, tax, and wider wealth management.
- Prepare, review, and update suitability reports, proposals, and client letters.
- Assist in gathering information, analysing client needs, and supporting tailored financial plans.
- Support delivery of group-wide products and services including cash management, tax solutions, and bespoke projects.
- Be an additional point of contact for clients alongside Client Relationship Managers.
What We’re Looking For
- Diploma in Regulated Financial Planning (or Certificate in Paraplanning) – or working towards.
- Strong technical knowledge across pensions, protection, and personal wealth management.
- Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards.
- Previous experience in a paraplanning role with a keen eye for detail and client care.
- A proactive and collaborative approach, with the ability to support consultants and clients alike.
Why Apply?
This is your chance to join a national, growing firm that invests in its people, supports career development, and offers the flexibility of fully remote working while still keeping you connected to a collaborative team.
Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.
#RPAR
Job Types: Full-time, Permanent
Pay: £40,000.00-£42,000.00 per year
Application question(s):
- Are you a level 4 qualified experienced Paraplanner?
Work Location: In person
