Paraplanner

RGH-Global | People Services; Ellesmere Port; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Death in service cover

Life insurance

Hybrid working

Quarterly social events

Outstanding staff retention

Long-term career opportunity

Job summary

RGH-Global | People Services is seeking a Senior/Technical Paraplanner for a well established financial planning business. You will handle technical paraplanning across retirement planning, investments, trusts and inheritance tax planning, delivering high quality advice in collaboration with experienced advisers.

The role offers a salary from £50,000+ depending on experience with hybrid working, death in service cover and life insurance in a supportive, long-term environment.

Qualifications

• Previous paraplanning experience within financial planning/wealth management.
• Strong technical knowledge across pensions, investments and protection.
• Experience of trust and inheritance tax planning would be highly advantageous.
• Diploma qualification or working towards Level 4 preferred.

Skills

Paraplanning experience

Pensions

Investments

Protection

Trust planning

Inheritance tax planning

Education

Diploma Level 4 or working towards Level 4

Job description

We're working with a well established financial planning business with an exceptional reputation, seeking a Senior/Technical Paraplanner to join their growing team. This is an opportunity for a career paraplanner who enjoys the technical side of financial planning and wants to be part of a collaborative, supportive environment where people genuinely stay for the long term.

The role offers exposure to a broad range of complex financial planning work, including retirement planning, investments, trust planning, inheritance tax planning and wider wealth management strategies. You'll work closely with experienced advisers and play a key role in delivering high quality advice to clients.

What's on offer?

• Salary from £50,000+ depending on experience
• Hybrid working available
• Death in service cover
• Life insurance
• Quarterly company social events
• Supportive team culture with outstanding staff retention
• Genuine long term career opportunity within an established and growing firm

What we're looking for:

• Previous Paraplanning experience within financial planning/wealth management
• Strong technical knowledge across pensions, investments and protection
• Experience of trust and inheritance tax planning would be highly advantageous
• A career paraplanner looking to develop within the role
• Diploma qualified or working towards Level 4 preferred

If you're an experienced Paraplanner looking for a technically focused role within a business that truly values its people, we'd love to hear from you.