Manchester Area (Hybrid – 2 Days WFH)
Salary up to £34,000 + Bonus
An excellent opportunity has arisen for a Junior Paraplanner to join a growing firm of Financial Advisers. This role is ideal for someone looking to develop their technical knowledge and build a long-term career within paraplanning, with exposure to a wide range of financial planning areas.
The Role
You will support Financial Advisers in delivering tailored financial solutions to clients, assisting with research, report writing, and the overall advice process. This is a fantastic opportunity to gain hands-on experience and develop into a more technical paraplanning position over time.
Key Responsibilities
* Provide technical, research, and administrative support to advisers
* Assist in the production of detailed and compliant suitability reports
* Gather and interpret client information to support financial planning strategies
* Maintain accurate and compliant client records
* Liaise regularly with advisers to provide case updates
* Support client communications, including handling calls professionally
* Prioritise workload to meet deadlines
* Assist with general administrative duties as required
About You
* Some knowledge of financial planning areas including pensions, investments, and protection
* Strong interest in compliance and regulatory standards
* Excellent communication and interpersonal skills
* Good understanding of the financial planning process
* Strong attention to detail and report writing ability
* Proficient IT skills
* Ability to manage workload independently and as part of a team
* Working towards (or keen to start) Level 4 Diploma in Financial Planning
What’s on Offer
* Basic salary £28,000 – £34,000 (dependent on experience)
* Up to 15% performance-related bonus
* Hybrid working (2 days from home)
* 25 days holiday + bank holidays
* Birthday off
* Company pension contribution
* Free onsite parking
* Flexible medical package
Why Apply?
This is a fantastic opportunity for an aspiring paraplanner to join a firm that offers structured development, hands-on experience, and clear progression within financial services.
Apply today via NJR Recruitment or call quoting the reference NJR16629
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you
Salary description
£28000.00 - £34000.00 per year