Senior Paraplanner (Remote) — Reports & Analysis Expert

Rayment Recruitment; Greater London; À distance; GBP 40 000 - 55 000; Plein temps

Résumé du poste

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.

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.

Responsabilités

• 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

Connaissances

Paraplanning experience

Regulatory knowledge

Research and analysis

Written communication

Remote work independence

Formation

Chartered status in progress

Description du poste

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.