About this role
Senior Paraplanner / Trainee Financial Adviser
Location: Warrington
Working Pattern: Hybrid
Salary: Competitive, depending on experience
Contract: Full-Time, Permanent
Hours: Monday to Friday, 9am - 5pm
NJR Recruitment is delighted to be working with a growing financial planning business in Warrington who are looking to appoint a Technical Paraplanner / Trainee Financial Adviser to join their established team. This is an excellent opportunity for an experienced Paraplanner or Financial Planning professional looking to take on a broader, more client-facing role, combining technical research, suitability report writing and direct involvement in client meetings.
Working closely with Senior Financial Advisers, you will play a key role in delivering high-quality financial planning solutions, ensuring recommendations are well researched, compliant and tailored to each client's individual circumstances. Importantly, the successful candidate will be directly authorised, providing the opportunity to deliver financial advice in the absence of the Senior Financial Adviser and potentially develop their own client bank.
The Role
As Senior Client Manager, you will provide comprehensive technical, research and administrative support throughout the financial planning process, from pre-meeting preparation through to implementation and ongoing client servicing.
You will attend client meetings alongside Senior Financial Advisers, capture detailed meeting notes and take responsibility for the research, analysis and preparation of post-meeting documentation.
This is a varied position suited to someone who combines strong technical expertise with excellent communication skills and a genuine commitment to client service.
Key Responsibilities
Attending client meetings alongside Senior Financial Advisers and producing accurate, detailed meeting notesPreparing pre-meeting advice packs, highlighting key planning considerations and areas for discussionConducting technical research and analysing financial planning strategies to support client recommendationsPreparing suitability reports, recommendation reports and supporting documentationResearching pensions, investments, ISAs, protection products and other relevant financial planning solutionsReviewing existing client arrangements and identifying appropriate planning opportunitiesObtaining and reviewing information from product providers, investment platforms and other relevant sourcesSupporting pension, investment, tax and estate planning researchCompleting relevant calculations and financial analysis to support recommendationsUpdating cashflow modelling and other financial planning tools where requiredCompleting post-meeting fact finds and ensuring client information remains accurate and up to dateSupporting the implementation and ongoing servicing of client recommendationsMaintaining accurate client records and ensuring all work meets regulatory and compliance requirementsWorking collaboratively with Client Managers, Administrators, Compliance and the wider advisory teamKeeping up to date with financial products, legislation and industry developmentsProviding financial advice to clients when required, within the scope of your authorisationDeveloping and managing your own client relationships where appropriate About You
The successful candidate will have previous Paraplanning experience within an IFA or financial planning business, alongside the technical ability and confidence to take on a broader client-facing position.
You will ideally have:
Level 4 Diploma in Regulated Financial PlanningA commitment to working towards Level 6 Chartered statusPrevious experience preparing suitability reports and financial planning recommendationsStrong knowledge of pensions, investments and wider financial planning principlesExperience undertaking investment and fund researchExperience using investment platforms, pension providers and financial planning softwareKnowledge of cashflow modelling and financial analysis toolsA good understanding of FCA regulatory requirementsExperience working with CRM and workflow management systemsExcellent written and verbal communication skillsStrong analytical, numerical and problem-solving abilitiesExceptional attention to detail and organisational skillsThe ability to manage multiple cases and competing priorities effectivelyA professional, client-focused approach and a high level of integrity Professional Development
The business recognises the importance of ongoing professional development and is committed to supporting employees in building their technical knowledge and progressing their careers.
Appropriate support is available for relevant professional qualifications and continuing professional development, including financial assistance and paid study leave for examinations and courses.
Apply today via NJR Recruitment or call quoting the reference NJR17055
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.