Paraplanner

RGH-Global Ltd; Greater Manchester; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial planning firm in Trafford is seeking an experienced Paraplanner to join their established team. This role involves reviewing cases, collaborating with Financial Planners, and ensuring recommendations meet regulatory requirements. Candidates should have at least 2 years of experience and strong knowledge in pensions and investments. The firm offers a supportive environment for professional growth.

Qualifications

• Minimum of 2 years experience as a Paraplanner.
• Solid experience in pensions, investments including ISAs and bonds.
• Protection knowledge preferable.

Responsibilities

• Review cases and collaborate with Financial Planners.
• Ensure recommendations are suitable and compliant.
• Draft and adapt high-quality suitability reports.

Skills

Understanding of financial planning process

Experience in pensions and investments

Familiarity with financial research tools

Education

Diploma in Regulated Financial Planning

Tools

FE Analytics

Voyant cash flow modelling tool

Job description

Overview

Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.

Key Responsibilities

• Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
• Check and confirm fact-find information with Financial Planners
• Review ceding scheme details and liaise with providers to obtain any missing information
• Ensure recommendations are suitable and compliant with regulatory requirements
• Draft and adapt high-quality suitability reports based on discussions with Financial Planners
• Conduct research and analysis to identify appropriate financial solutions
• Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
• Maintain accurate and compliant client records using back-office systems
• Identify and raise any discrepancies on client files with the Financial Planner

Candidate Profile

• Diploma in Regulated Financial Planning (desired)
• Minimum of 2 years experience as a Paraplanner
• Strong understanding of the financial planning process
• Solid experience in pensions, investments (including ISAs and bonds), IHT and trust cases; protection knowledge preferable
• Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant