Paraplanner

Paraplanner

Paraplanner

Rayment Recruitment

Reed

London

7 hours ago

No application

About

Paraplanner – Financial PlanningWembleyOffice-Based Preferred (Hybrid/Remote Considered)Competitive Salary, dependant on experience, comprehensive benefits and career advancement to financial planner if wanted. It is looking for an experienced Paraplanner to join its growing financial planning team. This is a fantastic opportunity for someone who thrives in a collaborative environment and is passionate about delivering high-quality, compliant financial advice.The Paraplanner Role:You will support its Financial Advisers in preparing bespoke, well-researched recommendations across pensions, investments, tax, protection, and estate planning. From report writing to technical analysis, your work will directly contribute to helping clients achieve their financial goals.Paraplanner Key Responsibilities:Produce clear and compliant suitability reportsConduct in-depth research and technical analysisAssist with cashflow modelling and client reviewsLiaise with providers and internal teamsKeep up to date with regulatory and industry developmentsRequirements Paraplanner Position:Diploma in Financial Planning (or working towards)Minimum 2 years’ experience in a paraplanning roleExcellent knowledge of financial products, tax, and pensionsStrong attention to detail and communication skillsOrganised, proactive, and comfortable working independently or as part of a teamWhat’s On Offer:Competitive salary based on experienceProgression to Financial PlannerSupport for further professional qualificationsPositive, team-focused cultureOffice-based role with flexibility for hybrid or remote working, depending on experienceGenerous