Paraplanner – Newcastle-under-Lyme

Location: Newcastle-under-Lyme

Salary: Up to £38,000 DOE Benefits

Full-Time | Permanent | 37.5 Hours per Week

NJR Recruitment is delighted to be representing a leading financial planning firm in their search for an experienced Paraplanner to join their Newcastle-under-Lyme office. This is an excellent opportunity to work closely with highly qualified financial planners in delivering high-quality, compliant financial advice to a wide range of clients.

Key Responsibilities

• Conduct detailed product, fund, and provider research using systems such as FE Analytics, Selectapension, and cashflow modelling tools
• Maintain and update suitability report templates to ensure regulatory compliance
• Prepare detailed suitability reports and recommendations in collaboration with advisers
• Collate due diligence on funds, providers, and platforms
• Assist in preparing tax calculations where relevant
• Ensure all compliance documentation is correct and complete before presenting advice
• Liaise with administrators, advisers, and clients to gather and verify required information

What We’re Looking For

• At least 2 years’ experience in a Paraplanning role within an IFA environment
• Level 4 Diploma qualified (DipPFS) or equivalent
• Strong understanding of pensions, investments, and the full financial planning process
• Excellent attention to detail and organisational skills
• Strong IT proficiency and ability to use multiple financial planning tools

What’s on Offer

• Salary up to £38,000 DOE
• Employer pension contribution (3%)
• 23 days annual leave bank holidays (increasing with service)
• Group life cover (4x salary), income protection, and sick pay
• Employee Assistance Programme & financial wellbeing support

Apply Now

If you're a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you.

Apply today through NJR Recruitment and take the next meaningful step in your career.

NJR15990