Paraplanner

RGH-Global Limited; Poole; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A financial planning practice in Poole is seeking a full-time Paraplanner to support Financial Planners with high-net-worth clients. The successful candidate will engage in financial planning, prepare reports, and conduct client research. Essential qualifications include a Level 4 Diploma in Financial Planning and relevant paraplanning experience. The firm offers competitive remuneration, a bonus scheme, and support for ongoing professional development in a collaborative working environment.

Benefits

Discretionary bonus scheme

Comprehensive benefits package

Full study support

Qualifications

• Proven experience in a financial planning or wealth management environment is required.
• Strong understanding of compliance and regulatory framework essential.
• High attention to detail needed for preparing financial planning reports.

Responsibilities

• Prepare high-quality financial planning reports.
• Conduct research and analysis for client recommendations.
• Work with Financial Planners to ensure accurate advice strategies.

Skills

Paraplanning experience

Technical knowledge across investments

Organizational skills

Written and verbal communication skills

IT skills, including Microsoft Office

Education

Level 4 Diploma in Financial Planning

Tools

FE Analytics

Job description

Overview

Due to continued and sustained growth a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment.

The successful candidate will work closely with a team of Financial Planners supporting a portfolio of high-net-worth clients. The role covers a broad range of technical areas including investment planning retirement planning estate and trust planning and equity release. You will be joining a knowledgeable team with access to in-house technical specialists compliance support and other experienced paraplanners who are on hand to provide guidance when required.

The organisation offers a competitive basic salary, discretionary bonus scheme and a comprehensive benefits package. Following the successful completion of the probation period a hybrid working arrangement can be offered. Full study support is also provided and the ideal candidate will demonstrate a clear commitment to ongoing professional development and progression through further qualifications.

Key Responsibilities

• Preparing high-quality compliant financial planning reports across a wide range of advice areas.
• Conducting detailed research and analysis to support client recommendations.
• Working closely with Financial Planners to ensure advice strategies are robust accurate and tailored to individual client needs.
• Managing and prioritising workload to meet agreed timescales and service levels.
• Ensuring all work is completed in line with internal processes and regulatory requirements.
• Maintaining a strong understanding of current legislation tax rules and best practice within financial planning.
• Communicating effectively with colleagues providers and clients where needed to gather information and progress cases.

Entry Requirements & Essential Skills

• Previous Paraplanning experience within a financial planning or wealth management environment.
• Level 4 Diploma in Financial Planning (or equivalent) is essential.
• Strong technical knowledge across investments pensions protection estate planning and related advice areas.
• A clear understanding of the full end-to-end financial planning process.
• Ability to interpret and simplify complex information for reports and client documentation.
• Capable of working without close supervision and confident in making progress on agreed outcomes.
• Excellent organisational skills with the ability to multi-task work under pressure and meet deadlines.
• High level of accuracy and exceptional attention to detail.
• Strong written and verbal communication skills.
• Competent IT skills including proficiency in Microsoft Office.
• Experience using financial services research tools such as FE Analytics.
• Ability to work both independently and collaboratively as part of a wider team.

Employment Type : Full Time

Experience : years

Vacancy : 1