Senior Paraplanner - Technical Planning
other jobs Rayment Recruitment
Added before 1 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £55,000 - £65,000 per annum
Job Description:
Senior Paraplanner – Technical Planning
Hybrid / Sawbridgeworth
Competitive salary and a comprehensive benefits package including exam support
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?
Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.
Overview
A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.
Paraplanner Role:
As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.
Paraplanner Key Responsibilities:
*Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
*Prepare high-quality suitability reports in line with regulatory and internal standards
*Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies
*Liaise with product providers and internal stakeholders to gather accurate information
*Keep up to date with industry trends, legislation changes, and technical knowledge
Paraplanner Requirements:
*Minimum 3 years’ experience as a Paraplanner within a Wealth Management or Financial Planning environment
*Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable
*Strong technical knowledge of pensions, investments, tax, and estate planning
*Excellent written communication and analytical skills
*High attention to detail, with the ability to manage multiple cases and deadlines
*Proficient in financial planning software
What’s On Offer:
*Competitive negotiable salary (commensurate with experience)
*Annual performance bonus
*Flexible/hybrid working options
*25 days holiday + bank holidays (increasing with service)
*Professional development support, including exam sponsorship and study leave
Hybrid / Sawbridgeworth
Competitive salary and a comprehensive benefits package including exam support
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?
Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.
Overview
A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.
Paraplanner Role:
As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.
Paraplanner Key Responsibilities:
*Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
*Prepare high-quality suitability reports in line with regulatory and internal standards
*Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies
*Liaise with product providers and internal stakeholders to gather accurate information
*Keep up to date with industry trends, legislation changes, and technical knowledge
Paraplanner Requirements:
*Minimum 3 years’ experience as a Paraplanner within a Wealth Management or Financial Planning environment
*Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable
*Strong technical knowledge of pensions, investments, tax, and estate planning
*Excellent written communication and analytical skills
*High attention to detail, with the ability to manage multiple cases and deadlines
*Proficient in financial planning software
What’s On Offer:
*Competitive negotiable salary (commensurate with experience)
*Annual performance bonus
*Flexible/hybrid working options
*25 days holiday + bank holidays (increasing with service)
*Professional development support, including exam sponsorship and study leave
Job number 3555265
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Company Details:
Rayment Recruitment
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