Paraplanner

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

Benefits offered by this job

Hybrid working – 3 days in the office

Excellent benefits package

Defined career development

Supportive culture

Investment in long-term development

Job summary

Rayment Recruitment represents a highly regarded financial planning business seeking an experienced Paraplanner to join its growing team in Greater London. The role offers a salary of £45,000 to £55,000 dependent on experience and qualifications, with a strong commitment to career development and excellent benefits.

You will work closely with Financial Planners, prepare high-quality reports, conduct research, and contribute to client outcomes in a supportive, professional environment.

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• Proven experience as a Paraplanner within financial planning.
• Strong technical knowledge across core financial planning areas.

Responsibilities

• Prepare high-quality suitability reports and client documentation.
• Conduct detailed research and analysis to support financial recommendations.
• Produce cashflow and financial planning analyses as required.
• Collaborate with Financial Planners to deliver client outcomes and implement recommendations.
• Maintain regulatory and technical knowledge and improve processes.

Skills

Paraplanner experience

Report-writing

Analytical skills

Communication skills

Attention to detail

Career development

Education

Level 4 Diploma in Financial Planning

Job description

£45,000 to £55,000 dependent on experience and qualifications

Excellent Benefits (See foot of email)

An exceptional opportunity for an experienced Paraplanner ready to take the next step in their career.

I’m delighted to be representing a highly regarded financial planning business that is looking to appoint an experienced, Qualified Paraplanner to join its growing team.

This is much more than a standard Paraplanner role. The successful candidate will join an organisation that genuinely invests in its people, offering defined career development, excellent benefits, and a supportive, professional working environment.

The Paraplanner Opportunity

Working closely with Financial Planners and supporting the delivery of high-quality client advice, you will play a key role in the end-to-end financial planning process.

The role would suit an experienced Paraplanner who is technically strong, commercially aware, and keen to continue developing their career within a forward-thinking financial planning environment.

Key responsibilities will include:

• Preparing high-quality suitability reports and client documentation
• Conducting detailed research and analysis to support financial recommendations
• Producing cashflow and financial planning analysis where required
• Working closely with Financial Planners to deliver excellent client outcomesSupporting the implementation and review of client recommendations
• Maintaining a high level of technical and regulatory knowledge
• Contributing to the continued improvement of internal processes and service standards
• Minimum Level 4 Diploma in Financial Planning
• Proven experience working as a Paraplanner within a financial planning environment
• Strong technical knowledge across core financial planning areas
• Excellent report-writing, analytical and research skills
• High attention to detail and a commitment to producing work of the highest standard
• Excellent communication and organisational skills
• A genuine ambition to develop and progress your career

Further professional qualifications and progression towards Chartered status would be highly valued.

What's on offer?

• £40,000 – £55,000, dependent on experience and qualifications
• Defined career development and progression pathway
• Hybrid working – 3 days per week in the office
• Excellent benefits package
• Supportive, collaborative, and professional culture
• Genuine investment in your long-term development
• The opportunity to build a rewarding career within an exceptional financial planning business
• Competitive salary package.
• Hybrid working pattern (3 days office-based).
• Supportive and collaborative team environment.
• Ongoing training and professional development opportunities.
• The opportunity to play a key role in delivering outstanding client service within a growing team.