Paraplanner

RGH-Global Ltd; England; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Hybrid working model

Professional development opportunities

Collaborative work environment

Job summary

A professional financial planning firm in Hertfordshire is seeking a detail-oriented Paraplanner for their team. This hybrid role involves working closely with advisers to prepare financial plans, conducting product research, and drafting financial reports. The ideal candidate possesses a strong understanding of financial planning and previous paraplanning experience. The firm offers a supportive environment with opportunities for career growth.

Qualifications

• Strong understanding of financial products and markets.
• Experience in Investments and IHT planning.
• Proven ability to work independently and in teams.

Responsibilities

• Conduct in-depth research on financial products.
• Draft compliant financial reports and recommendations.
• Maintain and update client records.

Skills

Knowledge of financial planning

Experience in Pensions

Analytical skills

Report writing proficiency

Attention to detail

Communication skills

Education

CII Diploma in Financial Planning or equivalent

Job description

Job Title: ParaplannerLocation:Hertfordshire (Hybrid Working Available)Employment Type:Full-timeJob Description:A well-established and professional financial planning firm in Hertfordshire is seeking a dedicated and detail-orientedParaplannerto join their growing team. This is a hybrid role offering a balance of office-based and remote work. The successful candidate will work closely with experienced financial advisers to prepare tailored financial plans and reports for clients.Key Responsibilities:

• Conduct in-depth research on financial products and market options
• Draft clear, compliant, and well-structured financial reports and recommendations
• Maintain and update detailed client files and records
• Support advisers in preparing for client meetings and follow-up documentation
• Perform financial analysis to support the development of strategic advice
• Ensure all client advice and documentation complies with FCA regulations and internal policies
• Liaise with providers and other third parties as needed

Qualifications & Skills:

• Strong knowledge of financial planning, investments, and financial products
• Experience in Pensions, Investments and IHT planning
• Excellent analytical and numerical skills
• High proficiency in report writing and document presentation
• Exceptional attention to detail and organisational skills
• Strong verbal and written communication skills
• Ability to work both independently and as part of a team
• Previous experience in a paraplanning role or relevant financial qualifications (e.g., CII Diploma in Financial Planning or working towards it) is advantageous

Benefits:

• Hybrid working model
• Opportunity to work alongside highly experienced advisers
• Supportive and collaborative work environment
• Career progression and continued professional development