Senior Paraplanner

RGH-Global Ltd; Knutsford; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working available

On-site parking

Full-time position

Varied and technically interesting cas

Career progression

Job summary

RGH-Global Ltd in Knutsford is seeking a Senior Paraplanner to join an established financial planning team. You will deliver high-quality technical and research support across client cases, preparing detailed suitability reports and cashflow analyses, while working closely with Financial Advisers in a hybrid, full-time role.

The role offers a varied, technically challenging caseload, on-site parking and real opportunities to progress within paraplanning and financial planning.

Qualifications

• Previous experience working within a Paraplanning role.
• Strong report-writing and written communication skills.
• Good technical knowledge across pensions, investments and life/protection products.
• Experience preparing detailed suitability reports and financial planning documentation.
• Ability to analyse complex client information and translate it into clear, client-focused recommendations.
• Experience with Trust planning would be advantageous.
• Experience with Drawdowns would be advantageous.
• Level 4 Diploma in Financial Planning or equivalent qualification is desirable.

Responsibilities

• Prepare accurate, clear and compliant suitability reports and recommendation letters.
• Conduct detailed research and analysis of clients' existing financial arrangements.
• Review client portfolios and financial plans, identifying potential areas for improvement.
• Provide technical support and guidance to Financial Advisers on a range of financial planning matters.
• Research and assess Life, Pension and Investment products and solutions.
• Support Advisers in developing appropriate and technically sound financial planning strategies.
• Produce product research, comparisons, illustrations and supporting documentation.
• Take ownership of paraplanning cases from initial instruction through to completion.
• Work closely with Financial Advisers and Administrators to ensure cases progress efficiently and accurately.
• Liaise with product providers and platforms where required to obtain information and progress outstanding business.
• Monitor the progress of new business and ensure actions are followed up within appropriate timescales.
• Maintain accurate and comprehensive client records across relevant back-office systems.
• Ensure all documentation and client files are complete, accurate and compliant.

Skills

Paraplanning

Senior Paraplanner

Report writing

Cashflow modelling

Investment research

Pensions

Life & protection products

Client communication

Workload management

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

Cashflow modelling software

Investment research tools

Job description

Senior Paraplanner

Location:Knutsford, CheshireSalary:£45,000-£55,000Working Pattern:Full-time, Hybrid

The Role

An excellent opportunity has arisen for an experiencedSenior Paraplannerto join an established financial planning team based in Knutsford.Working closely with Financial Advisers, you will provide high-quality technical and research support across a diverse range of client cases. The role will involve preparing detailed, compliant and client-focused suitability reports, analysing existing financial arrangements, supporting financial planning strategies and assisting with cases from initial advice through to completion.This is an ideal opportunity for a technically strong Paraplanner who enjoys taking ownership of cases, producing high-quality written work and working collaboratively with Advisers and wider support teams.

Key Responsibilities

Technical Paraplanning

• Prepare accurate, clear and compliant suitability reports and recommendation letters.
• Conduct detailed research and analysis of clients' existing financial arrangements.
• Review client portfolios and financial plans, identifying potential areas for improvement.
• Provide technical support and guidance to Financial Advisers on a range of financial planning matters.
• Research and assess Life, Pension and Investment products and solutions.
• Support Advisers in developing appropriate and technically sound financial planning strategies.
• Produce product research, comparisons, illustrations and supporting documentation.

Case Management

• Take ownership of paraplanning cases from initial instruction through to completion.
• Work closely with Financial Advisers and Administrators to ensure cases progress efficiently and accurately.
• Liaise with product providers and platforms where required to obtain information and progress outstanding business.
• Monitor the progress of new business and ensure actions are followed up within appropriate timescales.
• Maintain accurate and comprehensive client records across relevant back-office systems.
• Ensure all documentation and client files are complete, accurate and compliant.

Financial Planning & Analysis

• Prepare detailed cashflow models to support client recommendations and financial planning strategies.
• Utilise financial planning and investment research tools to analyse client circumstances and investment arrangements.
• Assist with the preparation of client meeting packs and supporting materials.
• Complete research and analysis to support recommendations across pensions, investments, protection and wider financial planning.
• Assist with Trust planning and other more complex areas of financial planning where required.
• Support Advisers with pre- and post-meeting requirements, including research, recommendations and follow-up actions.

Team Collaboration

• Build strong working relationships with Financial Advisers, Administrators and other members of the financial planning team.
• Help ensure an efficient workflow between advice, paraplanning and administration.
• Communicate effectively with colleagues and external providers to ensure cases are progressed smoothly.
• Contribute ideas and suggestions to improve processes, efficiency and the overall client experience.
• Provide support and technical input to colleagues where appropriate.

About You

The successful candidate will ideally have previous experience working as aParaplanner or Senior Paraplannerwithin a financial planning or wealth management environment.You will be technically confident, highly organised and able to manage multiple cases while maintaining a consistently high standard of work.

Essential / Desirable Experience

• Previous experience working within a Paraplanning role.
• Strong report-writing and written communication skills.
• Good technical knowledge acrosspensions, investments and life/protection products.
• Experience preparing detailed suitability reports and financial planning documentation.
• Ability to analyse complex client information and translate it into clear, client-focused recommendations.
• Strong attention to detail and a commitment to producing accurate, compliant work.
• Ability to manage your own workload and take ownership of cases.
• Strong communication skills and the ability to work effectively with Advisers and support teams.
• Experience using cashflow modelling software.
• Experience using investment research and analytical tools.
• Experience with Trust planning would be advantageous.
• Experience with Drawdowns would be advantageous.
• Level 4 Diploma in Financial Planningor equivalent qualification is desirable, although candidates with strong relevant paraplanning experience will also be considered.

What's on Offer

• £45,000-£55,000 salary
• Full-time position
• Hybrid working available
• On-site parking
• Opportunity to work within an established financial planning environment
• Varied and technically interesting caseload
• Opportunity to develop your technical expertise and progress your career within paraplanning and financial planning