Qualified or Part-Qualified Paraplanner at NJR Recruitment
Leamington Spa, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

28 Nov, 25

Salary

42000.0

Posted On

28 Aug, 25

Experience

4 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

QUALIFIED OR PART-QUALIFIED PARAPLANNER

Location: Leamington Spa + 2 days WFH
Salary: UP TO £42,000 + OTE + Benefits

How To Apply:

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Responsibilities
  • Conduct detailed research on products, investments, and tax strategies
  • Prepare suitability reports and recommendations in line with FCA regulations
  • Support advisers with tailored client solutions and financial strategies
  • Assist with cashflow modelling, estate planning, and portfolio construction
  • Oversee and review work of junior paraplanners and administrators
  • Ensure compliance standards are maintained across all files
  • Contribute to improving systems and processes within the paraplanning team
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