Back to search
Paraplanner – Newcastle-under-Lyme
Location: Newcastle-under-Lyme
Salary: Up to £38,000 DOE Benefits
Full-Time | Permanent | 37.5 Hours per Week
NJR Recruitment is delighted to be representing a leading financial planning firm in their search for an experienced Paraplanner to join their Newcastle-under-Lyme office. This is an excellent opportunity to work closely with highly qualified financial planners in delivering high-quality, compliant financial advice to a wide range of clients.
Key Responsibilities
- Conduct detailed product, fund, and provider research using systems such as FE Analytics, Selectapension, and cashflow modelling tools
- Maintain and update suitability report templates to ensure regulatory compliance
- Prepare detailed suitability reports and recommendations in collaboration with advisers
- Collate due diligence on funds, providers, and platforms
- Assist in preparing tax calculations where relevant
- Ensure all compliance documentation is correct and complete before presenting advice
- Liaise with administrators, advisers, and clients to gather and verify required information
What We’re Looking For
- At least 2 years’ experience in a Paraplanning role within an IFA environment
- Level 4 Diploma qualified (DipPFS) or equivalent
- Strong understanding of pensions, investments, and the full financial planning process
- Excellent attention to detail and organisational skills
- Strong IT proficiency and ability to use multiple financial planning tools
What’s on Offer
- Salary up to £38,000 DOE
- Employer pension contribution (3%)
- 23 days annual leave bank holidays (increasing with service)
- Group life cover (4x salary), income protection, and sick pay
- Employee Assistance Programme & financial wellbeing support
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.
NJR15990
