Senior Paraplanner - Technical Wealth Planning (Hybrid)

RGH-Global | People Services; Ellesmere Port; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Death in service cover

Life insurance

Hybrid working

Quarterly social events

Outstanding staff retention

Long-term career opportunity

Job summary

RGH-Global | People Services is seeking a Senior/Technical Paraplanner for a well established financial planning business. You will handle technical paraplanning across retirement planning, investments, trusts and inheritance tax planning, delivering high quality advice in collaboration with experienced advisers.

The role offers a salary from £50,000+ depending on experience with hybrid working, death in service cover and life insurance in a supportive, long-term environment.

Qualifications

• Previous paraplanning experience within financial planning/wealth management.
• Strong technical knowledge across pensions, investments and protection.
• Experience of trust and inheritance tax planning would be highly advantageous.
• Diploma qualification or working towards Level 4 preferred.

Skills

Paraplanning experience

Pensions

Investments

Protection

Trust planning

Inheritance tax planning

Education

Diploma Level 4 or working towards Level 4

Job description

RGH-Global | People Services is seeking a Senior/Technical Paraplanner for a well established financial planning business. You will handle technical paraplanning across retirement planning, investments, trusts and inheritance tax planning, delivering high quality advice in collaboration with experienced advisers.

The role offers a salary from £50,000+ depending on experience with hybrid working, death in service cover and life insurance in a supportive, long-term environment.