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: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and experience in paraplanning required.
The predicted salary is between 45000 - 50000 £ per year.
Remote Paraplanner £45,000 to £50,000 Office Based in Leicester Base (negotiable) plus a comprehensive benefits package along with exam support. An award-winning Chartered Financial Planning firm, recognised for excellence across multiple industry awards, currently requires a MINIMUM DIPLOMA LEVEL 4 QUALIFIED AND EXPERIENCED PARAPLANNER.
As an independent firm, it 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
Salary: c£45,000 to £50,000 depending on experience
- Death in Service (2 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 - Remote in Leicester 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.
