Paraplanner to Senior: Grow Tech Skills & Chartered Path

RGH-Global | People Services; Colchester; Presencial; GBP 35.000 - 55.000; Jornada completa

Descripción de la vacante

RGH-Global | People Services is expanding its paraplanning team as part of a growing independent financial planning group with strong backing. You will work alongside advisers to develop and deliver high-quality financial planning solutions and take ownership of a varied caseload.

You'll gain exposure to investments, pensions, tax planning, trusts and protection, and have opportunities for development towards Chartered status.

Formación

• Previous experience as a paraplanner in financial advice or wealth management.
• Diploma in Regulated Financial Planning (DipPFS) or nearing completion.
• Strong knowledge of pensions, investments, taxation and protection.
• Experience producing high-quality, compliant suitability reports.
• Good understanding of FCA requirements and financial planning standards.
• Strong analytical and research skills for complex scenarios.
• Excellent written communication and attention to detail.
• Ability to manage multiple cases and deadlines.

Responsabilidades

• Carry out detailed technical research and analysis to formulate financial planning recommendations.
• Prepare high-quality suitability reports, recommendation letters and supporting documentation.
• Work across a broad range of planning areas, including investments, pensions, inheritance tax planning, trusts and protection.
• Prepare cashflow models and financial planning forecasts.
• Provide technical guidance and research support to advisers and senior stakeholders.
• Manage and progress complex financial planning cases from research through to report production.
• Work closely with advisers, administrators and compliance teams to ensure a smooth and high-quality advice process.
• Contribute ideas to improve paraplanning processes, systems and ways of working.
• Support wider business change and the implementation of best practice.

Conocimientos

Paraplanner experience

DipPFS

Pensions knowledge

Investments knowledge

Tax planning

Compliance reporting

Analytical skills

Attention to detail

Written communication

Educación

Diploma in Regulated Financial Planning (DipPFS)

Descripción del empleo

RGH-Global | People Services is expanding its paraplanning team as part of a growing independent financial planning group with strong backing. You will work alongside advisers to develop and deliver high-quality financial planning solutions and take ownership of a varied caseload.

You'll gain exposure to investments, pensions, tax planning, trusts and protection, and have opportunities for development towards Chartered status.