Senior Paraplanner — Technical Lead in Wealth Planning

Rgh-Global Limited

Knutsford

Hybrid

GBP 45,000 - 55,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

On-site parking

Hybrid working

Job summary

Rgh-Global Limited in Knutsford, Cheshire, seeks a Senior Paraplanner to join an established financial planning team. You will deliver high-quality technical support, prepare suitability reports and assist across pensions, investments and life products.

As a technically strong professional, you will own paraplanning cases, work closely with Advisers, and contribute to a collaborative service delivery. Hybrid working and a £45,000-£55,000 salary are offered.

Qualifications

Previous experience in 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.
Strong attention to detail and a commitment to producing accurate, compliant work.
Ability to manage your own workload and take ownership of cases.
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 Planning 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 back-office systems.
Ensure all documentation and client files are complete, accurate and compliant.
Prepare detailed cashflow models to support client recommendations.
Utilise financial planning tools to analyse client circumstances and investments.
Assist with client meeting packs and supporting materials.