Rayment Recruitment
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
[Paraplanner (or Diploma Paraplanner/Qualified IFA looking to move into Paraplanning)]
Location: Tonbridge Area
Salary & Benefits:
- Base c£50,000 with competitive, negotiable salary
- Comprehensive benefits package
- Full exam support for qualifications
About the Firm
An established independent financial planning firm with over 35 years of experience, proud of delivering clear, trusted, and high-quality financial advice. Built on integrity and long-standing client relationships, it empowers individuals, families, and businesses to make confident financial decisions at every life stage.
Role Overview
Seeking an experienced Diploma-qualified paraplanner or a Chartered Financial Adviser transitioning into paraplanning with a strong ambition to grow into a senior role, while contributing to shaping the firm’s advice proposition.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Conduct complex suitability research & analysis for high-net-worth clients approaching or in retirement
- Create detailed client reports
- Provide technical support to advisers
- Operate with excellent attention to detail
- Work collaboratively in a small, friendly team
** Requirements**
Minimum Qualifications & Experience
- Level 4 Diploma in Financial Planning
- 2+ years’ experience as a Paraplanner in an IFA practice
- Strong understanding of:
- Pensions
- Investments
- Estate planning
- Protection
- Familiarity with advantages platforms such as Transact, Aberdeen, and Quilter
- Competency using:
- Cashflow modelling software
- Technical analysis support tools
- Full compliance with FCA regulatory requirements
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Skills & Attributes
- Proactive, professional, highly organised, and methodical approach
- Self-motivated with a commitment to professional development
- Willing to challenge advisers to ensure optimal client outcomes
- Excellent workload management – prioritisation and multitasking of variously staged cases
- Ability to communicate effectively with advisers, colleagues, and clients
- Strong desire to progress toward becoming a Chartered Paraplanner
- Office-based role (living within easy travelling distance)
A superb career opportunity within a great team—ideal for someone looking to advance their paraplanning career while enjoying a supportive work environment.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills