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Remote Senior Paraplanner

Rayment RecruitmentLondon Area, United Kingdom
£60k · est.Remote · UKMid-Senior Level
36 views1 applied

Skills

  • PARAPLANNING
  • SUITABILITY REPORTS
  • FINANCIAL PLANNING
  • RESEARCH AND ANALYSIS
  • REGULATORY COMPLIANCE
  • INVESTMENTS
  • PENSIONS
  • WRITTEN COMMUNICATION
  • ATTENTION TO DETAIL
  • LEVEL 4 DIPLOMA

About the role

Senior Paraplanner


Fully Remote


Salary c£60,000 plus benefits


A superb, successful, and reputable financial planning firm is looking for an experienced Senior Paraplanner to join the financial services team on a fully remote basis.


This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, producing high-quality suitability reports, and delivering exceptional client outcomes.


Senior Paraplanner Key Responsibilities:


  • Preparing high-quality suitability reports and recommendations
  • Conducting detailed research and analysis
  • Supporting advisers with complex financial planning cases
  • Ensuring work meets regulatory and compliance standards
  • Managing workloads effectively and meeting deadlines


Senior Paraplanner Experience


  • Proven experience as a Senior Paraplanner or experienced Paraplanner
  • Minimum Level 4 Diploma qualified
  • Preferably working towards Chartered status
  • Strong technical knowledge across investments, pensions, and financial planning
  • Excellent attention to detail and written communication skills
  • Ability to work independently in a fully remote environment


Apply now or get in touch for a confidential conversation and additional information

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