Paraplanner

RGH-Global Ltd; Leicester; On-site; GBP 35,000 - 41,000; Full time

Benefits offered by this job

Hybrid working after probation

Job summary

RGH-Global Ltd in Leicester is seeking an experienced Paraplanner to provide technical support to Financial Advisers and help deliver high-quality client outcomes. You will conduct research, analyse, and write reports while supporting advisers in developing suitable financial planning recommendations.

Hybrid working after probation, with a salary of £35,000–£41,000. A Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent is required, offering a clear path for professional

Qualifications

• Previous paraplanning experience within a financial planning or wealth management environment.
• Strong technical knowledge of pensions, investments, retirement planning, and financial products.
• Proven suitability report writing skills and the ability to interpret client information accurately.
• Experience in: Investment and fund analysis; Risk profiling and portfolio research; Cashflow forecasting and modelling.

Responsibilities

• Conduct provider and product research, including fund performance reviews, risk analysis, and cashflow modelling using industry-standard tools.
• Produce personalised and compliant suitability reports tailored to individual client circumstances and objectives.
• Analyse Fact Finds and Know Your Client (KYC) documentation to identify appropriate financial planning solutions.
• Provide technical support and research to advisers, delivering evidence-based recommendations.
• Manage complex cases from initial review through to completion, resolving technical queries and ensuring appropriate outcomes.
• Work independently to manage workloads effectively, meeting agreed deadlines and service standards.
• Communicate professionally with clients, advisers, and colleagues via telephone, email, and written correspondence.
• Collaborate with colleagues to maintain a consistent level of service and provide support across the wider team when required.

Skills

Paraplanning experience

Pensions knowledge

Investments research

Cashflow modelling

Suitability reports

Compliance awareness

MS Office

Financial planning software

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

Job description

Location: Leicester (hybrid working after probation) Salary: £35,000 – £41,000

The Opportunity

An established and growing financial planning firm is seeking an experienced Paraplanner to provide technical support to Financial Advisers and help deliver high-quality client outcomes. This role offers the opportunity to work on a broad range of cases, carrying out research, analysis, and report writing while supporting advisers in developing suitable financial planning recommendations.

Key Responsibilities

• Conduct provider and product research, including fund performance reviews, risk analysis, and cashflow modelling using industry-standard tools.
• Produce personalised and compliant suitability reports tailored to individual client circumstances and objectives.
• Analyse Fact Finds and Know Your Client (KYC) documentation to identify appropriate financial planning solutions.
• Provide technical support and research to advisers, delivering evidence-based recommendations.
• Manage complex cases from initial review through to completion, resolving technical queries and ensuring appropriate outcomes.
• Work independently to manage workloads effectively, meeting agreed deadlines and service standards.
• Communicate professionally with clients, advisers, and colleagues via telephone, email, and written correspondence.
• Collaborate with colleagues to maintain a consistent level of service and provide support across the wider team when required.

Skills & Experience

The successful candidate will demonstrate:

• Previous paraplanning experience within a financial planning or wealth management environment.
• Strong technical knowledge of pensions, investments, retirement planning, and financial products.
• Proven suitability report writing skills and the ability to interpret client information accurately.
• Experience in:
  • Investment and fund analysis
  • Risk profiling and portfolio research
  • Cashflow forecasting and modelling
• A client-focused approach with a commitment to delivering excellent service.
• Excellent attention to detail and a strong understanding of compliance requirements.
• Strong organisational skills with the ability to prioritise multiple tasks and manage deadlines effectively.
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and Teams.
• Experience using financial planning software and back-office systems would be advantageous.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent, or currently working towards completion.

Benefits

• Competitive salary of £35,000 – £41,000 depending on experience.
• Opportunity to join a supportive and collaborative team environment.
• Ongoing professional development and support towards further qualifications.
• Hybrid working available after the probation period