Rayment Recruitment
Paraplanner
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Experienced Paraplanner
Hybrid (2-days at home)
Diploma Level 4
£45,000–£55,000
Excellent Benefits (See foot of email)
North London
An exceptional opportunity for an experienced Paraplanner ready to take the next step in their career.
I’m delighted to be representing a highly regarded financial planning business that is looking to appoint an experienced, Diploma Qualified Paraplanner to join its growing team.
This is much more than a standard Paraplanner role. The successful candidate will join an organisation that genuinely invests in its people, offering defined career development, excellent benefits, and a supportive, professional working environment.
The Paraplanner Opportunity
Working closely with Financial Planners and supporting the delivery of high-quality client advice, you will play a key role in the end-to-end financial planning process.
The role would suit an experienced Paraplanner who is technically strong, commercially aware, and keen to continue developing their career within a forward-thinking financial planning environment.
Key Responsibilities
- Preparing high-quality suitability reports and client documentation
- Conducting detailed research and analysis to support financial recommendations
- Producing cashflow and financial planning analysis where required
- Working closely with Financial Planners to deliver excellent client outcomes
- Supporting the implementation and review of client recommendations
- Maintaining a high level of technical and regulatory knowledge
- Contributing to the continued improvement of internal processes and service standards
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Paraplanner - Essential:
- Minimum Level 4 Diploma in Financial Planning
- Proven experience working as a Paraplanner within a financial planning environment
- Strong technical knowledge across core financial planning areas
- Excellent report-writing, analytical and research skills
- High attention to detail and a commitment to producing work of the highest standard
- Excellent communication and organisational skills
- A genuine ambition to develop and progress your career
Further professional qualifications and progression towards Chartered status would be highly valued.
What's on Offer?
- £45,000 – £55,000, dependent on experience and qualifications
- Defined career development and progression pathway
- Hybrid working – 3 days per week in the office
- Excellent benefits package
- Supportive, collaborative, and professional culture
- Genuine investment in your long-term development
- The opportunity to build a rewarding career within an exceptional financial planning business
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Benefits
- Competitive salary package.
- Hybrid working pattern (3 days office-based).
- Supportive and collaborative team environment.
- Ongoing training and professional development opportunities.
- The opportunity to play a key role in delivering outstanding client service within a growing team.
- 4% matched pension contributions.
- Income Protection Cover (terms apply).
- Death-in-Service Cover (terms apply).
- Health Shield Cash Plan.
- Employee Assistance Programmes.
- Cycle to Work Scheme.
- Employee Discounts.
- Company Activities.
- Breakfast/Fruit supplies.
- Discounted Health Tests.
- Optional Influenza vaccination.
- Employee referral programme.
This is a stand-out opportunity for an experienced Paraplanner who wants more than simply the next job. If you're looking for a role where your expertise is valued, your development is supported and there is a clear path for progression, this could be the opportunity you've been waiting for.
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