Paraplanner

RGH-Global Ltd; Royal Leamington Spa; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in Royal Leamington Spa is looking for an experienced Paraplanner to join their team. The ideal candidate will prepare detailed financial reports, conduct technical research, and ensure compliance with client-focused advice. A strong technical background and previous paraplanning experience are essential. The role offers competitive salary and contributions to professional development.

Benefits

Study support for professional development

Additional Christmas closure period

Comprehensive benefits and wellbeing package

Supportive team culture with social events

Qualifications

• Previous paraplanning experience is essential.
• Strong knowledge of pensions, investments, and protection products.
• Excellent communication skills, both written and verbal.

Responsibilities

• Work alongside Financial Advisers to design tailored financial plans based on client objectives.
• Prepare clear, compliant, and well-structured suitability reports.
• Carry out detailed product and provider research across pensions, investments, protection, and tax planning.

Skills

Paraplanning experience

Knowledge of pensions

Knowledge of investments

Knowledge of protection products

Excellent communication skills

High attention to detail

Analytical abilities

Proficiency with back-office systems

Proficiency with financial planning software

Job description

Overview

Leamington Spa, Warwickshire £30,000 - £40,000 (depending on experience and qualifications) Permanent | Full-time

Our client is looking for an experienced Paraplanner to join a growing financial planning team in Leamington Spa. This role involves preparing detailed financial reports, carrying out technical research, and ensuring advice is compliant, client-focused, and practical. It’s well suited to someone with a strong technical background who enjoys working closely with advisers in a supportive team environment.

Key Responsibilities

• Work alongside Financial Advisers to design tailored financial plans based on client objectives
• Prepare clear, compliant, and well-structured suitability reports
• Carry out detailed product and provider research across pensions, investments, protection, and tax planning
• Liaise with clients and providers to obtain necessary information and documentation
• Keep up to date with regulatory and industry developments, ensuring advice remains compliant
• Support the use of cash flow modelling and financial planning tools
• Attend client meetings with Financial Advisers where appropriate

Essential Requirements

• Previous paraplanning experience
• Strong knowledge of pensions, investments, and protection products
• Excellent communication skills, both written and verbal
• High attention to detail with strong analytical abilities
• Proficient with back-office systems and financial planning software

What’s on Offer

• Study support for further professional development (e.g., Chartered status)
• Additional Christmas closure period
• Comprehensive benefits and wellbeing package
• Supportive team culture with regular social and charity events