Paraplanner Professional

4 days ago


Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

We are seeking a skilled Paraplanner to join our team at NJR Recruitment, providing technical analysis for high net worth clients and working closely with a small team of advisers.

  • Benefits include:
  • Excellent basic salary
  • 30 Days Holiday + Bank Holidays
  • Hybrid Working
  • Excellent Enhanced Pension Scheme
  • Death in Service Cover
  • Critical Illness Cover
  • Income Protection
  • Private Medical Insurance
  • Full Dental Cover Package
  • Free Parking

  • Responsibilities:
  • Conduct thorough research following client meetings
  • Review model portfolios
  • Compile suitability reports
  • Use range of tools and spreadsheets for analytical analysis

  • Requirements:
  • Previous experience as a paraplanner
  • Minimum Level 4 Diploma qualified (Chartered Status preferred)
  • Excellent knowledge across pensions, investments, trusts and tax planning
  • Technical and analytical mindset

A confident and switched-on individual with a drive to deliver a high level of professionalism is sought.



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