Rayment Recruitment
Paraplanner
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Remote Paraplanner
£45,000 to £50,000
Base (negotiable) plus a comprehensive benefits package along with exam support.
An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a MINIMUM DIPLOMA LEVEL 4 QUALIFIED AND EXPERIENCED PARAPLANNER
As an independent firm, it provides trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. It offers a supportive, family-friendly culture with some flexibility around hybrid working.
Paraplanner - Role Description:
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In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support.
- Conducting research and analysis
- Preparing compliant suitability reports
- Analysing financial data
- Helping develop personalised financial plans
Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.
Paraplanner - Requirements:
- Strong knowledge of financial planning and investments
- Excellent analytical and report-writing skills
- Clear verbal and written communication
- Level 4 Diploma in Financial Planning (or working towards); progress toward Chartered status is an advantage
- Ability to work independently and collaboratively
- Experience in a similar paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable
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Paraplanner - Package:
- Salary: c£45,000 to £50,000 depending on experience
- Death in Service (2 × salary)
- Non-contributory pension (7% employer contribution)
- Paid CII membership
- Flexible/hybrid working
- 33 days holiday (21 flexible days + 12 office closure/bank holidays)
- Family-friendly working culture
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