At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing personalised financial plans.
- Company: Award-winning Chartered Financial Planning firm with a family-friendly culture.
- Benefits: Competitive salary, flexible working, generous holiday, and exam support.
- Other info: Opportunity for career growth and hybrid working options.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
A qualified and experienced Paraplanner is required by an award-winning Chartered Financial Planning firm, recognised for excellence across multiple industry awards. The firm provides trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. It offers a supportive, family-friendly culture with some flexibility around hybrid working.
Role Description:
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
- Helping develop personalised financial plans
Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.
Requirements:
- 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
Package:
- Salary: c£45,000 to £50,000 depending on experience
- Death in Service (2x salary)
- Non-contributory pension (7% employer contribution)
- Paid CII membership
- Flexible/hybrid working
- 33 days holiday (21 flexible days + 12 office closure/bank holidays)
- Family-friendly working culture
Paraplanner in Coventry employer: Rayment Recruitment
As a Client Services Administrator in our North London office, you will thrive in a supportive and collaborative team environment that prioritises professional development and employee well-being. With a competitive salary package, hybrid working options, and a range of benefits including health plans and pension contributions, we are committed to fostering a culture where your contributions are valued and your career can flourish. Join us to play a pivotal role in delivering exceptional client service within the dynamic wealth management sector.
