At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing personalised financial plans.
- Company: Award-winning Chartered Financial Planning firm with a supportive culture.
- Benefits: Competitive salary, flexible working, generous holiday, and exam support.
- Other info: Enjoy a family-friendly environment with excellent career progression opportunities.
- Why this job: Join a dynamic 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
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)
Paraplanner - Remote in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Remote in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rayment Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner - Remote in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rayment Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rayment Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rayment Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rayment Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rayment Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rayment Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
