Paraplanner

RGH-Global Ltd; Ascot; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading financial services firm located in Ascot, England, is seeking a Paraplanner to enhance its paraplanning function. The role involves formulating advice through rigorous research, producing client-focused reports, and ensuring compliance with FCA regulations. Ideal candidates will possess a Diploma in Regulated Financial Planning and relevant experience within a financial advice environment. You will work closely with advisers and contribute to the quality and efficiency of client service. This position offers a competitive salary of £35,000-£45,000.

Qualifications

• Experience in financial advice or wealth management is preferred.
• Ability to produce accurate suitability reports is necessary.
• Attention to detail and commitment to technical accuracy are critical.

Responsibilities

• Formulate advice through detailed research and technical analysis.
• Produce compliant suitability reports across various areas.
• Liaise with compliance to maintain and improve file quality.

Skills

Diploma in Regulated Financial Planning (or equivalent)

Previous paraplanning experience

Strong technical knowledge of pensions, investments, taxation and protection

Effective written and verbal communication skills

Strong analytical and problem-solving capability

Education

Diploma in Regulated Financial Planning or equivalent

Job description

Location: Ascot, Berkshire Salary: £35,000-£45,000

Business Overview

As part of its continued expansion, the business is strengthening its paraplanning function. This role offers the opportunity to join during a high‑growth phase, working closely with an experienced senior leadership team to help shape and deliver a best‑in‑class paraplanning proposition. You will gain exposure to complex planning cases, contribute to scalable processes and benefit from structured professional development support, including progression towards advanced qualifications such as Chartered status.

Role Purpose

The Paraplanner will play a key role in supporting advisers and maintaining high standards of advice delivery across the business. Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant and client‑focused reports while contributing to the continuous improvement of systems and processes. The role involves managing complex cases, ensuring technical accuracy and consistency, and supporting the integration of robust advice standards across a growing organisation. Your contribution will directly influence advice quality and overall client experience.

Key Responsibilities

• Formulating advice through detailed research and technical analysis
• Producing compliant, well‑structured suitability reports and letters across:
  • Investments
  • Pensions
  • Inheritance tax planning
  • Tax‑efficient investments
  • Trust planning
  • Protection solutions
• Preparing cash‑flow modelling and planning forecasts
• Providing technical research and support to advisers and senior management
• Contributing to and enhancing paraplanning processes and procedures
• Supporting change initiatives and embedding best practice
• Working collaboratively with administration and advice teams to ensure positive client outcomes
• Liaising with compliance to maintain and improve file quality in line with FCA requirements
• Assisting senior leadership and department heads as required
• Keeping up to date with legislative and regulatory developments impacting clients and the business

Skills & Experience

• Diploma in Regulated Financial Planning (or equivalent), or near completion
• Previous paraplanning experience
• Experience within a financial advice or wealth management environment
• Strong technical knowledge of pensions, investments, taxation and protection
• Proven ability to produce accurate, compliant and client‑focused suitability reports
• Excellent understanding of FCA regulations and advice standards
• High attention to detail and strong commitment to technical accuracy
• Strong analytical and problem‑solving capability, particularly for complex planning scenarios
• Effective written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment