Paraplanner: Growth Path to Chartered Status

RGH-Global Ltd; Camberley; On-site; GBP 35,000 - 45,000; Full time

Job summary

A financial services company in Camberley is seeking a Paraplanner to support advisers and deliver high-quality advice. This role involves producing compliant reports, managing complex cases, and contributing to the firm's paraplanning processes. Candidates should have a Diploma in Regulated Financial Planning and previous paraplanning experience. Strong technical knowledge in pensions and investments, together with effective communication skills, are essential for success in this dynamic environment. The position offers career development opportunities toward advanced qualifications.

Qualifications

• Diploma in Regulated Financial Planning or equivalent required.
• Previous paraplanning experience is necessary.
• Strong understanding of financial advice and wealth management essential.

Responsibilities

• Formulate advice through research and analysis.
• Produce compliant suitability reports on investments and pensions.
• Prepare cashflow modelling and planning forecasts.
• Liaise with compliance to ensure file quality.

Skills

Diploma in Regulated Financial Planning

Previous paraplanning experience

Strong technical knowledge of pensions

Proven ability to produce accurate reports

Excellent understanding of FCA regulations

Strong analytical skills

Effective communication skills

Ability to manage multiple priorities

Education

Diploma in Regulated Financial Planning (or equivalent)

Job description

A financial services company in Camberley is seeking a Paraplanner to support advisers and deliver high-quality advice. This role involves producing compliant reports, managing complex cases, and contributing to the firm's paraplanning processes. Candidates should have a Diploma in Regulated Financial Planning and previous paraplanning experience. Strong technical knowledge in pensions and investments, together with effective communication skills, are essential for success in this dynamic environment. The position offers career development opportunities toward advanced qualifications.