Paraplanner

RGH-Global Ltd; Battle (TX); On-site; USD 35,000 - 45,000; Full time

Job summary

A financial services provider in Texas seeks a Paraplanner to support advisers and enhance advice delivery standards. The role involves producing accurate, compliant reports while managing complex planning cases and contributing to process improvements. Ideal candidates will have a Diploma in Regulated Financial Planning and prior paraplanning experience. The position offers structured development support and opportunities for advanced qualifications in a dynamic work environment.

Qualifications

• Diploma in Regulated Financial Planning (or equivalent), or near completion.
• Experience in a financial advice or wealth management environment.
• Understanding of FCA regulations and standards.

Responsibilities

• Formulate advice through research and analysis.
• Produce compliant suitability reports and letters.
• Prepare cashflow modelling and planning forecasts.
• Support advisers and senior management with technical research.
• Contribute to paraplanning processes and procedures.
• Maintain adherence to FCA requirements.

Skills

Financial Planning Diploma or equivalent

Previous paraplanning experience

Knowledge of pensions

Knowledge of investments

Knowledge of taxation

Knowledge of protection

Analytical skills

Problem-solving skills

Attention to detail

Communication skills

Education

Diploma in Regulated Financial Planning

Job description

Location: Battle, East Sussex Salary: £35,000-£45,000

Business Overview

As part of its continued expansion, the business is strengthening its paraplanning function. This role offers the opportunity to join during a high-growth phase, working closely with an experienced senior leadership team to help shape and deliver a best-in-class paraplanning proposition. You will gain exposure to complex planning cases, contribute to scalable processes and benefit from structured professional development support, including progression towards advanced qualifications such as Chartered status.

Role Purpose

The Paraplanner will play a key role in supporting advisers and maintaining high standards of advice delivery across the business. Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant and client-focused reports while contributing to the continuous improvement of systems and processes. The role involves managing complex cases, ensuring technical accuracy and consistency, and supporting the integration of robust advice standards across a growing organisation. Your contribution will directly influence advice quality and overall client experience.

Key Responsibilities

• Formulating advice through detailed research and technical analysis
• Producing compliant, well-structured suitability reports and letters across:
  • Investments
  • Pensions
  • Inheritance tax planning
  • Tax-efficient investments
  • Trust planning
  • Protection solutions
• Preparing cashflow modelling and planning forecasts
• Providing technical research and support to advisers and senior management
• Contributing to and enhancing paraplanning processes and procedures
• Supporting change initiatives and embedding best practice
• Working collaboratively with administration and advice teams to ensure positive client outcomes
• Liaising with compliance to maintain and improve file quality in line with FCA requirements
• Assisting senior leadership and department heads as required
• Keeping up to date with legislative and regulatory developments impacting clients and the business

Skills & Experience

• Diploma in Regulated Financial Planning (or equivalent), or near completion
• Previous paraplanning experience
• Experience within a financial advice or wealth management environment
• Strong technical knowledge of pensions, investments, taxation and protection
• Proven ability to produce accurate, compliant and client-focused suitability reports
• Excellent understanding of FCA regulations and advice standards
• High attention to detail and strong commitment to technical accuracy
• Strong analytical and problem-solving capability, particularly for complex planning scenarios
• Effective written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment