Senior Paraplanner: Hybrid Role in Financial Planning

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

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.