Experienced Paraplanner – Hybrid Role with Career Growth

Rayment Recruitment; England; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working pattern

Ongoing training

Supportive team environment

Competitive salary package

Job summary

Rayment Recruitment is seeking an experienced Paraplanner to join our growing financial services team. The successful candidate will support Advisers with the advice process, manage X-Plan tasks, and produce high‑quality client suitability reports across protections, pensions, investments and equity release.

You will conduct product research, monitor regulatory changes, and assist with cash‑flow forecasting and client reviews.

Qualifications

• Proven experience as a Paraplanner in a financial services environment.
• Strong understanding of compliance requirements and high‑risk / preapproval processes.
• Ability to write client suitability reports for Protection, Pensions, Investments, and related areas.
• Experience using back office/reporting software to support Adviser activity.

Responsibilities

• Support Advisers with the end‑to‑end advice process, ensuring compliance.
• Manage tasks on X-Plan and understand related processes and workflows.
• Conduct research into financial products and determine suitability for clients.
• Prepare client suitability reports across protections, pensions and investments.
• Assist with cash‑flow forecasting and fund switches; handle withdrawals when required.
• Support client meetings and regular reviews; help build client financial projections.

Skills

Analytical thinking

Attention to detail

Communication

Organisation

Tools

Dynamic Planner

X-Plan

FE-Analytics

Defaqto Engage

Structured Edge

Microsoft Office

Job description

Rayment Recruitment is seeking an experienced Paraplanner to join our growing financial services team. The successful candidate will support Advisers with the advice process, manage X-Plan tasks, and produce high‑quality client suitability reports across protections, pensions, investments and equity release.

You will conduct product research, monitor regulatory changes, and assist with cash‑flow forecasting and client reviews.