Senior Paraplanner

Rayment Recruitment; Greater London; Remote; GBP 42,000 - 56,000; Full time

Job summary

Rayment Recruitment is seeking an experienced Senior Paraplanner for a fully remote role with a reputable financial planning firm in the United Kingdom. You will work closely with advisers, producing high-quality suitability reports and recommendations while delivering excellent client outcomes.

The role involves detailed research and analysis across investments and pensions, supporting advisers with complex cases, ensuring regulatory compliance, and managing workloads to meet deadlines in a

Qualifications

• 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 skills.
• Ability to work independently in a fully remote environment.

Responsibilities

• 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

Skills

Senior Paraplanner experience

Investments & pensions knowledge

Written communication

Independent/remote work

Education

Chartered status (in progress)

Job description

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