Senior Paraplanner & Team Coach | Hybrid | Up to £60k

RGH-Global | People Services; Cardiff; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Private medical cover

Pension

Job summary

RGH-Global | People Services in Cardiff is seeking an experienced Senior Paraplanner to own the paraplanning function, lead on complex cases and mentor junior staff. The role emphasizes coaching, process improvement, and collaboration with the Practice Manager to shape team growth.

You will manage complex paraplanning tasks, produce and review suitability reports, and oversee the annual review process while ensuring high-quality standards across client files and submissions.

Qualifications

• Extensive experience as a Senior or Technical Paraplanner.
• Ability to produce high-quality suitability reports.
• Interest in coaching and developing colleagues.

Responsibilities

• Take ownership of complex paraplanning cases.
• Produce and review suitability reports and oversee annual reviews.
• Coach paraplanners and trainee advisers.
• Support growth and process improvements.

Skills

Senior Paraplanner

Technical paraplanning

Coaching colleagues

Report production

Job description

RGH-Global | People Services in Cardiff is seeking an experienced Senior Paraplanner to own the paraplanning function, lead on complex cases and mentor junior staff. The role emphasizes coaching, process improvement, and collaboration with the Practice Manager to shape team growth.

You will manage complex paraplanning tasks, produce and review suitability reports, and oversee the annual review process while ensuring high-quality standards across client files and submissions.