Senior Paraplanner - Complex Planning & Growth Path

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

Job summary

A financial services company in the UK is seeking a Paraplanner to join their growing team in Bognor Regis. The role involves supporting financial advisors by producing accurate, compliant suitability reports and managing complex clients' cases. Candidates should possess a Diploma in Regulated Financial Planning or be near completion, alongside relevant paraplanning experience. Attention to detail and strong technical knowledge of investments and pensions are essential. Competitive salary in the range of £35,000-£45,000 offered.

Qualifications

• Diploma in Regulated Financial Planning or near completion.
• Previous experience in a paraplanning role.
• Strong technical knowledge of pensions, investments, taxation, and protection.
• Ability to produce accurate, compliant suitability reports.
• Excellent understanding of FCA regulations.

Responsibilities

• Produce accurate, compliant reports and letters.
• Manage complex cases ensuring technical accuracy.
• Formulate advice through detailed research and analysis.
• Enhance paraplanning processes and procedures.
• Keep up to date with legislative developments.

Skills

Diploma in Regulated Financial Planning

Previous paraplanning experience

Strong technical knowledge of pensions

Strong technical knowledge of investments

Strong technical knowledge of taxation

Strong technical knowledge of protection

Excellent understanding of FCA regulations

High attention to detail

Strong analytical capability

Effective communication skills

Ability to manage multiple priorities

Education

Diploma in Regulated Financial Planning (or equivalent)

Job description

A financial services company in the UK is seeking a Paraplanner to join their growing team in Bognor Regis. The role involves supporting financial advisors by producing accurate, compliant suitability reports and managing complex clients' cases. Candidates should possess a Diploma in Regulated Financial Planning or be near completion, alongside relevant paraplanning experience. Attention to detail and strong technical knowledge of investments and pensions are essential. Competitive salary in the range of £35,000-£45,000 offered.