Senior Paraplanner — Hybrid, Career Growth

Rayment Recruitment

Greater London

Hybrid

GBP 45,000 - 55,000

Full time

4 days ago
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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

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.

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