Paraplanner
Rayment Recruitment
Leicester · posted 19 August 2026
Salary
£50,000 a year
Job type
full time
Location
Leicester, Leicestershire
Category
Accountancy
Paraplanner £40,000 to £50,000 Leicester Office based preferably, hybrid considered.
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
Base (negotiable) plus a comprehensive benefits package and exam support.
An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a 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.
Paraplanner
- 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, and helping develop personalised financial plans.
Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.
Paraplanner
- 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 xwzovoh paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable Paraplanner
- Package: Salary: c£45,000 to £50,000 depending on experience Death in Service (2 salary) Non-contributory pension (7% employer contribution) Paid CII membership Flexible/hybrid working 33 days holiday (21 flexible days 12 office closure/bank holidays) Family-friendly working culture paraplanner seniorparaplanner financialplanning para
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Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
Base (negotiable) plus a comprehensive benefits package and exam support.
An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a 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.
Paraplanner
- 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, and helping develop personalised financial plans.
Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.
Paraplanner
- 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 xwzovoh paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable Paraplanner
- Package: Salary: c£45,000 to £50,000 depending on experience Death in Service (2 salary) Non-contributory pension (7% employer contribution) Paid CII membership Flexible/hybrid working 33 days holiday (21 flexible days 12 office closure/bank holidays) Family-friendly working culture paraplanner seniorparaplanner financialplanning para