Paraplanner

RGH-Global | People Services; Cardiff; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Private medical cover

Pension

Job summary

RGH-Global | People Services in Cardiff is seeking an experienced Senior Paraplanner to own the paraplanning function, lead on complex cases and mentor junior staff. The role emphasizes coaching, process improvement, and collaboration with the Practice Manager to shape team growth.

You will manage complex paraplanning tasks, produce and review suitability reports, and oversee the annual review process while ensuring high-quality standards across client files and submissions.

Qualifications

• Extensive experience as a Senior or Technical Paraplanner.
• Ability to produce high-quality suitability reports.
• Interest in coaching and developing colleagues.

Responsibilities

• Take ownership of complex paraplanning cases.
• Produce and review suitability reports and oversee annual reviews.
• Coach paraplanners and trainee advisers.
• Support growth and process improvements.

Skills

Senior Paraplanner

Technical paraplanning

Coaching colleagues

Report production

Job description

Cardiff | Up to £60,000 | Hybrid working |

Are you an experienced Paraplanner looking for a role that combines complex technical work with coaching and developing others?

A growing financial planning practice is looking for a Senior Paraplanner to take ownership of its paraplanning function. You’ll work closely with the Practice Manager, lead on complex cases and help shape how the team develops as the practice grows.

The role

• Take ownership of complex paraplanning cases and bring more technical work in-house.
• Produce and review suitability reports and oversee the annual review process.
• Maintain day-to-day compliance and quality standards across client files, reports and submissions.
• Coach and develop paraplanners and trainee advisers.
• Support the Practice Manager with improving processes and planning for the practice’s growth.

What we’re looking for

• Strong experience as a Senior or Technical Paraplanner.
• Confidence managing complex cases independently and producing high-quality suitability reports.
• An interest in coaching colleagues and helping them develop.
• Someone who enjoys working closely with advisers and can spot ways to improve how the team works.
• Salary up to £60,000.
• Hybrid working with a minimum of three days in the office and the option to spend more time there if you prefer.
• Competitive benefits package, including private medical cover and pension.
• Scope to take on more responsibility and shape the paraplanning team as the practice grows.