Paraplanner

1 day ago Be among the first 25 applicants This range is provided by Rayment Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Rayment Recruitment SENIOR RECRUITER - Financial Planning and Property Finance Specialist / Bridging - Call: 07444 478 952 Email: robert@rayment-recruitment.co.uk Hybrid Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients. Paraplanner Overview A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey. Paraplanner Role As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice. Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning Prepare high-quality suitability reports in line with regulatory and internal standards Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies Liaise with product providers and internal stakeholders to gather accurate information Keep up to date with industry trends, legislation changes, and technical knowledge Paraplanner Requirements Minimum 3 years’ experience as a Paraplanner within a Wealth Management or Financial Planning environment Level 4 Diploma qualified preferred (DipPFS or equivalent) – working towards Chartered status is desirable Strong technical knowledge of pensions, investments, tax, and estate planning Excellent written communication and analytical skills High attention to detail, with the ability to manage multiple cases and deadlines Proficient in financial planning software What’s On Offer Competitive negotiable salary (commensurate with experience) Annual performance bonus Flexible/hybrid working options 25 days holiday + bank holidays (increasing with service) Professional development support, including exam sponsorship and study leave Seniority level Mid-Senior level Employment type Full-time Job function Finance and Administrative Referrals increase your chances of interviewing at Rayment Recruitment by 2x #J-18808-Ljbffr