Paraplanner

ParaplannerRedcar £34,000 - £37,500NJR Recruitment is delighted to be working with a highly regarded wealth management firm who are looking to recruit an experienced Paraplanner to join their growing technical support team based in Redcar.This is an excellent opportunity for a technically strong financial planning professional who enjoys report writing, research and supporting advisers with complex client requirements within a collaborative and professional environment.The successful candidate will work closely with Advisers, Client Relationship Managers and Compliance teams to provide high-quality paraplanning support across pensions, investments, protection and wealth management planning.The RoleProvide technical support to Wealth Management Consultants and Senior AdvisersPrepare and review suitability reports, recommendation letters and client documentationConduct detailed research and analysis across pensions, investments and protection productsAssist with cash flow modelling and tax-efficient planning strategiesMaintain accurate and up-to-date client information and recordsEnsure all work is completed in line with FCA and compliance standardsAbout YouLevel 4 Diploma / Certification in Financial Planning or ParaplanningPrevious experience within a Paraplanner roleStrong technical knowledge across pensions, investments and protectionExperience writing suitability reports and conducting financial planning researchExcellent analytical and attention-to-detail skillsStrong ..... full job details .....