Paraplanner

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.

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

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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.

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.

• 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

• 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

• Mid‑Senior level

• Full‑time

• Finance and Administrative

Referrals increase your chances of interviewing at Rayment Recruitment by 2x.

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