Remote Paraplanner

Rayment Recruitment; Greater London; Teletrabalho; GBP 40 000 - 55 000; Tempo integral

Resumo da oferta

Rayment Recruitment is seeking an experienced Senior Paraplanner for a fully remote role with a reputable UK financial planning firm. You will work closely with advisers, prepare high-quality suitability reports, and research complex cases to support clients in achieving strong outcomes.

You will handle regulatory and compliance standards, manage workloads to meet deadlines, and contribute technical knowledge across investments and pensions.

Qualificações

• Proven experience as a Senior Paraplanner or experienced Paraplanner.
• Strong technical knowledge across investments, pensions, and financial planning.
• Excellent attention to detail and written communication.

Responsabilidades

• Preparing high-quality suitability reports and recommendations
• Conducting detailed research and analysis
• Supporting advisers with complex financial planning cases
• Ensuring work meets regulatory and compliance standards
• Managing workloads effectively and meeting deadlines

Conhecimentos

Paraplanning experience

Regulatory knowledge

Research and analysis

Written communication

Remote work independence

Formação académica

Chartered status in progress

Descrição da oferta de emprego

A superb, successful, and reputable financial planning firm is looking for an experienced Senior Paraplanner to join the financial services team on a fully remote basis.

This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, producing high-quality suitability reports, and delivering exceptional client outcomes.

• Preparing high-quality suitability reports and recommendations
• Conducting detailed research and analysis
• Supporting advisers with complex financial planning cases
• Ensuring work meets regulatory and compliance standards
• Managing workloads effectively and meeting deadlines

Senior Paraplanner Experience

• Proven experience as a Senior Paraplanner or experienced Paraplanner
• Preferably working towards Chartered status
• Strong technical knowledge across investments, pensions, and financial planning
• Excellent attention to detail and written communication skills
• Ability to work independently in a fully remote environment