Paraplanner

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

3 days ago – Be among the first 25 applicants

This role is offered by Rayment Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Up to £45,000 (negotiable) plus a comprehensive benefits package and exam support.

Recruitment Consultant

Call: 01245 492 422 or 07444 478 952
Email: [e-mail]

Paraplanner

An award‑winning Chartered Financial Planning firm, recognised for excellence across multiple industry awards, requires a qualified and experienced Paraplanner.

As an independent firm, we provide trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long‑term financial goals. We offer a supportive, family‑friendly culture with some flexibility around hybrid working.

Paraplanner – Role Description

In this role, you will work closely with our Financial Advisers to deliver high‑quality technical and client support.

Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and 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

Paraplanner – Package

• Salary: c£45,000 depending on experience
• Non‑contributory pension (7 % employer contribution)
• Paid CII membership
• 33 days holiday (21 flexible days + 12 office closure/bank holidays)
• Family‑friendly working culture

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance and Administrative

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