Whole of Market Financial Planner

7 days ago


Manchester, United Kingdom NJR Recruitment Full time

**Role Overview:**

We are seeking a skilled Paraplanner to join our team, reporting directly to our senior management team. As a key member of our Paraplanning team, you will be responsible for preparing advice reports for financial advisers, liaising with clients, and contributing to the success of the business.

**Key Responsibilities:**

  • Prepare advice reports for financial advisers in good time
  • Liaise directly with financial advisers before preparing advice
  • Preparation of investment illustrations and reports (FE Analytics)
  • Basic tax analysis (CGT/income tax) and liaising with investment platforms and insurers
  • Maintaining client files and preparing compliant advice reports

**Requirements:**

To be successful in this role, you will need:

  • A good few years' experience as a Trainee Paraplanner or similar role
  • Excellent communication and organisational skills
  • The ability to work effectively in a team and build strong relationships with clients and colleagues

**About NJR Recruitment:**

NJR Recruitment is a leading recruitment agency specialising in the financial sector. We are committed to providing exceptional recruitment services and building long-lasting relationships with our clients and candidates.


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