About Us NJR Recruitment are partnered with a well establish Chartered financial planning firm who are currently looking for a Technical Sales Support /Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and drafting suitability reports. The Paraplanner will need to have a strong understanding of pre and post-retirement planning, investments, and taxation. Key Responsibilities of the Paraplanner: Understand and articulate the Financial Planner's requirements. Analyze clients' existing financial arrangements and conduct gap analyses. Research investment products in alignment with clients' objectives and circumstances. Prepare clear and compliant Suitability and Ongoing Suitability Reports. Organize and prep cases for client meetings. Maintain effective communication with the Financial Planner to meet service level agreements. Ensure compliance with FCA regulatory requirements. Develop professional relationships with product providers. Collaborate with team members to enhance client experience and identify improvements. Essential Experience/Qualifications : Strong organizational and prioritization skills under pressure. Excellent verbal and written communication abilities. Confident in influencing at all levels. Highly numerate with keen analytical skills and attention to detail. Self-motivated and able to work independently and as part of a team. Previous experience in an IFA environment, with knowledge of retail investment products. Proficient in MS Word and Excel. Ability to balance commercial needs with compliance requirements. Desirable Qualifications : Familiarity with research tools and software (e.g., FE Analytics, Iress, Dynamic Planner). Experience with Intelligent Office (IO) back office system. Knowledge of Structured Products, IHT Planning, SIPP providers, and specialist funds. Understanding of industry legislation, including MiFID II, GDPR, and AML. Willingness to pursue continuous professional development, including Level 4 Financial Services Diploma qualification. Key Skills and Personal Attributes Positive, friendly, and service-oriented demeanor. Articulate communicator with an excellent telephone manner. Strong integrity and ability to maintain confidentiality. Hardworking and responsive, dedicated to high-quality service. Exceptional attention to detail and commitment to high standards. Ability to thrive both independently and within a team environment. Willingness to support colleagues and contribute to a collaborative team culture. If you are ready for your next stage in your career and want to join a thriving company, then apply today or fore more information please please contact one of our specialist consultants and quote reference NJR 15210 FIN