Hybrid Office-Based
Competitive salary, dependent on experience, comprehensive benefits and career advancement.
SENIOR RECRUITER - Financial Planning and Property Finance Specialist / Bridging - Call: 07444 478 952 Email: robert@rayment-recruitment.co.uk
It is looking for an experienced Paraplanner or Senior Administrator 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.
* Produce clear and compliant suitability reports
* Conduct in‑depth research and technical analysis
* Assist with cash‑flow modelling and client reviews
* Liaise with providers and internal teams
* Keep up to date with regulatory and industry developments
Requirements for Paraplanner Position
* Diploma not essential but advantageous
* Minimum 2 years’ experience in a paraplanning role
* Excellent knowledge of financial products, tax, and pensions
* Strong attention to detail and communication skills
* Organised, proactive, and comfortable working independently or as part of a team
What’s On Offer
* Competitive salary based on experience
* Support for further professional qualifications
* Office‑based role with flexibility for hybrid
* Generous holiday, pension contributions, and other benefits
Seniority Level
* Mid‑Senior level
Employment Type
* Full‑time
Job Function
* Finance and Sales
Contact: 07444 478 952 / robert@rayment-recruitment.co.uk
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