Senior Paraplanner
Senior Paraplanner
Fully Remote
Up to £50,000 DOE + Benefits
NJR Recruitment are delighted to be working with a modern, technology-focused Financial Planning firm who are looking to recruit an experienced Senior Paraplanner to join their growing technical team.
This is an excellent opportunity for a highly technical paraplanner who enjoys working in a forward-thinking environment and wants to play a key role in supporting advisers, developing technical standards and mentoring junior members of the team.
The business offers a fully remote working model alongside a collaborative and supportive culture, making this an ideal opportunity for someone looking for flexibility without compromising on career progression or technical exposure.
The Role
Working closely with Financial Advisers and the wider technical team, you will provide high-quality paraplanning support across a broad range of financial planning areas.
You will also act as a senior point of contact within the team, helping to support and guide junior paraplanners whilst contributing to continuous improvements across processes and technical standards.
Key responsibilities will include:
- Writing detailed and compliant suitability reports
- Conducting technical research and analysis across pensions, investments and protection
- Supporting advisers with complex financial planning cases
- Reviewing recommendations and ensuring technical accuracy
- Assisting in the development of paraplanning processes and templates
- Mentoring and supporting junior paraplanners within the team
- Ensuring work meets FCA and internal compliance standards
- Contributing to the firm’s technology-driven and efficient approach to financial planning
- Previous experience within a Senior Paraplanning or highly technical paraplanning role
- Level 4 Diploma qualified essential
- Strong technical knowledge across pensions, investments, tax planning and protection
- Experience writing high-quality suitability reports
- Comfortable supporting and mentoring less experienced team members
- Excellent attention to detail and analytical skills
- Strong communication and organisational abilities
- Able to work independently within a fully remote environment
- Salary up to £50,000 DOE
- Fully remote working
- Opportunity to join a modern, tech-focused Financial Planning firm
- Supportive and collaborative culture
- Long-term progression and development opportunities
- Exposure to complex and varied client cases
- Competitive benefits package
For a confidential discussion, please contact NJR Recruitment quoting NJR16737
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