Trainee Paraplanner - NJR Recruitment : Job Details

About Us

NJR Recruitment are partnered with a well establish Chartered financial planning firm who are currently looking for a Technical Sales Support /Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and drafting suitability reports. The Paraplanner will need to have a strong understanding of pre and post-retirement planning, investments, and taxation.

Key Responsibilities of the Paraplanner:

• Understand and articulate the Financial Planner's requirements.
• Analyze clients’ existing financial arrangements and conduct gap analyses.
• Research investment products in alignment with clients’ objectives and circumstances.
• Prepare clear and compliant Suitability and Ongoing Suitability Reports.
• Organize and prep cases for client meetings.
• Maintain effective communication with the Financial Planner to meet service level agreements.
• Ensure compliance with FCA regulatory requirements.
• Develop professional relationships with product providers.
• Collaborate with team members to enhance client experience and identify improvements.

Essential Experience/Qualifications :

• Strong organizational and prioritization skills under pressure.
• Excellent verbal and written communication abilities.
• Confident in influencing at all levels.
• Highly numerate with keen analytical skills and attention to detail.
• Self-motivated and able to work independently and as part of a team.
• Previous experience in an IFA environment, with knowledge of retail investment products.
• Proficient in MS Word and Excel.
• Ability to balance commercial needs with compliance requirements.

Desriable Qualifications :

• Familiarity with research tools and software (e.g., FE Analytics, Iress, Dynamic Planner).
• Experience with Intelligent Office (IO) back office system.
• Knowledge of Structured Products, IHT Planning, SIPP providers, and specialist funds.
• Understanding of industry legislation, including MiFID II, GDPR, and AML.
• Willingness to pursue continuous professional development, including Level 4 Financial Services Diploma qualification.

Key Skills and Personal Attributes

• Positive, friendly, and service-oriented demeanor.
• Articulate communicator with an excellent telephone manner.
• Strong integrity and ability to maintain confidentiality.
• Hardworking and responsive, dedicated to high-quality service.
• Exceptional attention to detail and commitment to high standards.
• Ability to thrive both independently and within a team environment.
• Willingness to support colleagues and contribute to a collaborative team culture.

If you are ready for your next stage in your career and want to join a thriving company, then apply today or fore more information please please contact one of our specialist consultants and quote reference NJR 15210

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