Paraplanner

RGH-Global Limited; Liverpool; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Job summary

RGH-Global Limited is seeking an experienced Paraplanner in Liverpool to support Financial Planners and deliver high-quality technical analyses. This hybrid role focuses on pensions, investments and comprehensive financial planning.

You will prepare suitability reports, conduct research, and use cashflow modelling to back client recommendations. Progression toward Chartered status is encouraged.

Qualifications

• Regulated financial planning environment experience.
• Strong technical knowledge across pensions, investments and financial planning.
• Experience producing suitability reports and technical research.
• Excellent analytical, report-writing and communication skills.
• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Progression towards Chartered or advanced financial planning qualifications would be advantageous.

Responsibilities

• Analysing complex client circumstances and identifying planning opportunities.
• Conducting detailed technical research and product analysis.
• Preparing accurate, clear and compliant suitability reports.
• Supporting advisers throughout the advice and implementation process.
• Using cashflow modelling, risk profiling and research tools.
• Keeping up to date with regulatory, legislative and taxation changes.
• Providing technical guidance and helping maintain high standards across the advice team.

Skills

Paraplanner

Pensions

Investments

Financial planning

Report writing

Analytical skills

Regulatory knowledge

Risk profiling

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Paraplanner

Liverpool | £35,000–£50,000 DOE

Hybrid working available

Are you an experienced Paraplanner looking for a role where your expertise can genuinely influence the quality of financial planning advice?

This is an exciting opportunity to join a professional financial planning environment where you'll work closely with Financial Planners and Paraplanners, providing the technical expertise behind high-quality, client-focused recommendations.

The Role

You'll play a key part in developing and delivering sophisticated financial planning solutions, working across areas including pensions, investments, retirement, protection, taxation and estate planning.

Key responsibilities include:

• Analysing complex client circumstances and identifying planning opportunities.
• Conducting detailed technical research and product analysis.
• Preparing accurate, clear and compliant suitability reports.
• Supporting advisers throughout the advice and implementation process.
• Using cashflow modelling, risk profiling and research tools.
• Keeping up to date with regulatory, legislative and taxation changes.
• Providing technical guidance and helping maintain high standards across the advice team.

About You

We're looking for someone with:

• Previous experience as a Paraplanner within a regulated financial planning environment.
• Strong technical knowledge across pensions, investments and wider financial planning.
• Experience producing suitability reports and technical research.
• Excellent analytical, report-writing and communication skills.
• A highly organised and detail-focused approach.
• The confidence to challenge assumptions and identify potential risks.
• Level 4 Diploma in Regulated Financial Planning or equivalent.

Progression towards Chartered or other advanced financial planning qualifications would be advantageous.

Why Join?

This is an excellent opportunity to further develop your technical expertise, gain exposure to complex client scenarios and become a valued technical specialist within a forward-thinking financial planning team.