Paraplanner

About the Role

Hours per Week

40

Work Pattern

8.00am - 5.00pm

Salary

£45,000 - £50,000

Client Facing

Yes

It's an exciting time to join Redmayne Bentley. After recently celebrating our 150th year in business, we are entering the next stage of our firm‑wide strategy - building on our strong heritage while continuing to evolve, improve and invest in the future.

Our Financial Planning team is looking for an experienced Paraplanner to add their knowledge and skills to the mix as we grow our client base and handle more complex technical queries.

Your experience will be vital in ensuring that we are always providing the outstanding client service Redmayne Bentley is renowned for, as well as helping to support our Financial Planners with detailed analysis and technical support.

This is a role where someone with experience and a great team ethic can thrive and make a noticeable impact to our aims and mission. Within our close-knit firm, you will not be a small cog in a much larger wheel - you will be valued, appreciated, and respected for your skills as well as rewarded by a firm that truly cares about its colleagues and their wellbeing.

Further specific details about the role can be found in the job description attached to this advert.

What we're looking for

Qualifications, Experience & Knowledge

• Holds at least the Level 4 Diploma in Financial Planning.
• At least 3 years of work experience at Paraplanner level or higher.
• Strong technical knowledge and proficiency across all areas of Financial Planning.
• Experience using financial services tools (such as Intelligent Office, Voyant, FE Analytics)
• Good awareness of all relevant rules and regulations, including Consumer Duty.

Skills & Behaviours

• Adaptable and Resourceful - can apply sound judgement and initiative to solve problems and react to changing circumstances.
• Client Focused - consistently keeps client outcomes at the heart of decision making.
• Collaborative Team Player - enjoys working as part of a team with a willingness to share knowledge and ideas with colleagues to support future development of the department.
• Confident IT and System User - able to quickly learn and use bespoke systems.
• Critical Thinker - consistently able to analyse financial and technical information and generate valuable insights.
• Detail-Oriented - maintains highest standards of accuracy.
• Organised & Reliable - able to manage and prioritise your own workload in an efficient manner..
• Professional Communication Skills - able to communicate in a professional manner (both verbally and written) and adapt approach based on the audience.
• Resilient - Able to work effectively during peaks of heavy workload and continue to meet deadlines.

What does the future look like?

Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex client queries and tasks.

Redmayne Bentley provides support for colleagues to achieve industry standard Investments and Financial Planning qualifications, if that is something they wish to do.

Redmayne Bentley has a storied history of colleagues who have chosen to stay and build long and varied careers with us, due to our commitment to personal and professional development.

Who we are

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth.

It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.

As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.

Our future looks more exciting than ever, come and share it with us.