Hybrid Paraplanner for Chartered Financial Planning

Rayment Recruitment; Leicester; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Non-contributory pension (7% employer contribution)

Paid CII membership

33 days holiday (21 flexible days + 12 office closure/bank holidays)

Family-friendly working culture

Job summary

A leading financial planning firm seeks a qualified Paraplanner to work closely with Financial Advisers. Responsibilities include conducting research, preparing reports, and ensuring compliance with regulations. Ideal candidates will have strong knowledge of financial planning, excellent analytical skills, and a Level 4 Diploma in Financial Planning. This role offers a competitive salary of up to £45,000, a non-contributory pension, and a family-friendly working culture. A hybrid working model provides flexibility for the right candidate.

Qualifications

• Experience in a similar paraplanning role is desirable.
• Familiarity with financial planning software is a plus.
• Progress toward Chartered status is an advantage.

Responsibilities

• Work closely with Financial Advisers to deliver high-quality technical and client support.
• Conduct research and analysis to prepare compliant suitability reports.
• Stay up to date with legislation, market trends, and regulatory requirements.

Skills

Strong knowledge of financial planning and investments

Excellent analytical and report-writing skills

Clear verbal and written communication

Ability to work independently and collaboratively

Education

Level 4 Diploma in Financial Planning or working towards

Tools

IRESS Xplan

Job description

A leading financial planning firm seeks a qualified Paraplanner to work closely with Financial Advisers. Responsibilities include conducting research, preparing reports, and ensuring compliance with regulations. Ideal candidates will have strong knowledge of financial planning, excellent analytical skills, and a Level 4 Diploma in Financial Planning. This role offers a competitive salary of up to £45,000, a non-contributory pension, and a family-friendly working culture. A hybrid working model provides flexibility for the right candidate.