Senior Paraplanner - Hybrid Role in Knutsford, Tech Reports

Rgh-Global Limited; Knutsford; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

On-site parking

Hybrid working

Job summary

Rgh-Global Limited in Knutsford, Cheshire is seeking an experienced Senior Paraplanner to join our established financial planning team. You will provide high-quality technical and research support across client cases, preparing compliant suitability reports and supporting advisers throughout the process.

The role involves taking ownership of paraplanning cases from initial instruction to completion, producing cashflow models, researching pensions and investments, and collaborating closely with

Qualifications

• Must have prior paraplanning experience and strong report-writing skills.
• Demonstrated technical knowledge across pensions, investments and life/protection products.
• Ability to analyse complex client information and translate into clear, client-focused recommendations.

Responsibilities

• Prepare accurate, compliant suitability reports and recommendation letters.
• Conduct detailed research and analysis of clients' financial arrangements.
• Review portfolios and financial plans to identify improvements.

Skills

Paraplanner experience

Senior Paraplanner

Report writing

Cashflow modelling

Pensions knowledge

Education

Level 4 Diploma in Financial Planning

Tools

Cashflow modelling software

Investment research tools

Job description

Rgh-Global Limited in Knutsford, Cheshire is seeking an experienced Senior Paraplanner to join our established financial planning team. You will provide high-quality technical and research support across client cases, preparing compliant suitability reports and supporting advisers throughout the process.

The role involves taking ownership of paraplanning cases from initial instruction to completion, producing cashflow models, researching pensions and investments, and collaborating closely with