Rayment Recruitment
Paraplanner
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Paraplanner (Diploma Paraplanner or Qualified IFA looking to move into Paraplanning)
Tonbridge Area
Competitive negotiable salary, base c£50,000 plus comprehensive benefits and exam support.
An exceptional, established independent financial planning firm with over 35 years of experience delivering clear, trusted, and high-quality advice to its clients currently requires an experienced and diploma qualified career paraplanner, to join its vibrant and friendly team.
Built on long-standing relationships and a commitment to integrity, it takes pride in helping individuals, families, and businesses make confident financial decisions at every stage of life.
Paraplanner
It is seeking someone who is already undertaking complex & detailed suitability research & analysis, creates client reports, provides technical support, and has the ambition & potential to grow into a senior paraplanning role whilst playing a key role in shaping our advice proposition.
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A superb career opportunity, join a great team and enjoy your working day.
Paraplanner Requirements
- Minimum 2 years’ experience as a Paraplanner working within an IFA practice.
- A solid understanding of pensions, investments, estate planning, and protection.
- Experience of working on complex cases where HNW individuals are approaching or are in retirement.
- Familiarity with Transact, Aberdeen, Quilter, and other investment platforms.
- Experience with cashflow modelling software and technical analysis support tools.
- A strong understanding of FCA regulatory requirements and compliance standards.
- Level 4 Diploma in Financial Planning.
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Paraplanner Profile
- Committed to becoming a Chartered Paraplanner.
- Proactive, professional, self-motivated, highly organised, methodical, disciplined, with excellent attention to detail.
- Able to work well in a small, collaborative team and communicate clearly with advisers & colleagues. Specifically, not being afraid to challenge to ensure clients are getting the best outcome.
- Able to prioritise their workload effectively, manage multiple cases at different stages and willing to go the extra mile when needed.
- Happy to be office based, living within easy travelling distance.
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Jessica, London
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