Senior Paraplanner

18 Days Old

Senior Paraplanner Location: Remote (with occasional travel to North Yorkshire if required) Salary: Up to £60,000 (depending on experience) Are you an experienced Paraplanner looking for a long-term role in a boutique, client-centric environment? NJR Recruitment is working with a highly regarded and growing independent wealth planning firm to recruit a Senior Paraplanner who thrives in a close-knit, values-led team and is committed to delivering excellent client outcomes This is a rare opportunity to join a small firm that offers genuine autonomy, flexibility , and a focus on quality over volume. If you're someone who takes pride in technical detail, report writing, and client communication—and enjoys working collaboratively across financial planning functions—this role could be the perfect fit About the Role: As a Paraplanner, you will take day-to-day responsibility for managing and supporting client relationships, while providing technical input across the advice process. Your key responsibilities will include: Attending and supporting client meetings, preparing clear and compliant meeting notes Writing high-quality suitability reports across pensions, investments, estate and tax planning Conductin...
Location:
North Yorkshire
Salary:
£58,000 - £60,000 per annum
Category:
Accounting & Finance