Junior Paraplanner - #2187982

Junior Paraplanner

Location: Leeds

Salary: £28,000 – £34,000 DOE

Are you looking to build a career within Financial Planning? Do you have an interest in financial services and a keen eye for detail, with a desire to develop your technical knowledge and progress professionally?

NJR Recruitment is delighted to be working with a growing financial planning business in Leeds that is looking to appoint a Junior Paraplanner to join its team.

This is an excellent opportunity for someone looking to take the next step in their financial services career, joining a supportive environment where you will receive structured training, ongoing development and the opportunity to work towards becoming a fully qualified Paraplanner.

The Role

Initially, you will spend time learning the business, its systems, processes and procedures, gaining a strong understanding of the financial planning industry and the services offered to clients.

Working alongside experienced colleagues, you will gradually take on more responsibility as your knowledge and confidence develop.

Your responsibilities will include:

• Supporting the preparation of financial planning reports and suitability letters.
• Assisting with client reviews and updating cashflow models.
• Preparing investment performance reviews and researching supporting information.
• Gathering and analysing financial information to support recommendations.
• Assisting with the preparation and editing of client correspondence and reports.
• Handling telephone and email enquiries professionally.
• Maintaining accurate client records and managing administrative processes.
• Supporting the wider team with day-to-day financial planning activities.
• Working towards developing the technical knowledge required to progress into a Paraplanning position.

About You

We are keen to speak with individuals who have a genuine interest in developing a long-term career within Financial Planning.

You will ideally have:

• Previous experience within financial services, financial planning or a related administrative role.
• A good understanding of Microsoft Office, particularly Word and Excel.
• Strong written and verbal communication skills.
• Excellent attention to detail and a high level of accuracy.
• Good organisational skills and the ability to manage competing priorities.
• A proactive approach with a willingness to learn and take on new responsibilities.
• A professional and positive attitude, with the confidence to ask questions and seek guidance.

An interest in studying towards the Level 4 Diploma in Regulated Financial Planning would be advantageous, although full training and support will be provided.

What's on Offer?

• Salary of £28,000 – £34,000 depending on experience.
• Structured training and development programme.
• Support towards professional qualifications, including the Level 4 Diploma.
• The opportunity to learn directly from experienced Financial Planners and Paraplanners.
• A supportive and collaborative working environment.
• The chance to build a long-term career within a growing financial planning business.
• Several bonus schemes
• Generous benefits package
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Interested?

If you are looking for your next role within the financial planning industry and want to join a business that will invest in your development, we would love to hear from you.

For further information, please contact NJR Recruitment for a confidential discussion quoting NJR17116