Paraplanner

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

Job summary

A financial services company in the UK is seeking a Paraplanner to join their growing team in Bognor Regis. The role involves supporting financial advisors by producing accurate, compliant suitability reports and managing complex clients' cases. Candidates should possess a Diploma in Regulated Financial Planning or be near completion, alongside relevant paraplanning experience. Attention to detail and strong technical knowledge of investments and pensions are essential. Competitive salary in the range of £35,000-£45,000 offered.

Qualifications

• Diploma in Regulated Financial Planning or near completion.
• Previous experience in a paraplanning role.
• Strong technical knowledge of pensions, investments, taxation, and protection.
• Ability to produce accurate, compliant suitability reports.
• Excellent understanding of FCA regulations.

Responsibilities

• Produce accurate, compliant reports and letters.
• Manage complex cases ensuring technical accuracy.
• Formulate advice through detailed research and analysis.
• Enhance paraplanning processes and procedures.
• Keep up to date with legislative developments.

Skills

Diploma in Regulated Financial Planning

Previous paraplanning experience

Strong technical knowledge of pensions

Strong technical knowledge of investments

Strong technical knowledge of taxation

Strong technical knowledge of protection

Excellent understanding of FCA regulations

High attention to detail

Strong analytical capability

Effective communication skills

Ability to manage multiple priorities

Education

Diploma in Regulated Financial Planning (or equivalent)

Job description

Location: Bognor Regis, West SussexSalary: £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 cashflow 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