Paraplanner

RGH-Global Ltd; Kettering (OH); Hybrid; USD 40,257 - 67,096; Full time

Benefits offered by this job

Full exam support for CII qualifications

Collaborative team environment

Career progression opportunities

Job summary

RGH-Global Ltd, located in Kettering, is seeking a Paraplanner to support Financial Advisers in preparing suitability reports and managing case workflows. This hybrid role offers a salary range of £30,000 to £50,000, depending on experience. You will join a supportive, collaborative team environment focused on professional growth and career progression.

The ideal candidate will have experience in financial services, strong communication skills, and knowledge across financial planning disciplines. Full exam support for CII qualifications is provided.

Qualifications

• Previous experience in a Paraplanning or technical financial services role.
• Strong working knowledge of retirement, investment, and protection disciplines.
• Comfortable working with high-net-worth individuals.

Responsibilities

• Prepare suitability reports and letters of recommendation.
• Conduct research to support adviser recommendations.
• Manage case workflow with advisers for timely documentation.

Skills

Financial planning knowledge

Suitability report preparation

Client communication

Organizational skills

Education

CII Level 4 Diploma in Financial Planning

Job description

Paraplanner

Financial Planning Firm | Kettering (Hybrid) | £30,000 – £50,000

About the Firm

This is an established and growing financial planning firm based near Kettering, working with a diverse and sophisticated client base that includes business owners, technology professionals, high‑net‑worth individuals, and families. Their specialist areas span retirement planning, wealth management, investment advice, and protection — delivering holistic, bespoke financial planning at every stage of a client's journey.

The firm has a strong culture of professional development and invests heavily in its people, with full support available for those looking to progress toward Chartered status.

The Role

A newly available opportunity has arisen for a Paraplanner to join the team on a hybrid basis, supporting two experienced Financial Advisers. This is a pivotal role within the business — you will sit at the heart of the advice process, working closely with advisers to translate complex client objectives into clear, well‑researched, and compliant suitability reports and recommendations.

You will be joining a supportive team environment where your contribution is genuinely valued, and where there is a clear pathway for career progression for the right individual.

Key Responsibilities

• Prepare high-quality suitability reports and letters of recommendation across pensions, investments, protection, and retirement planning cases
• Conduct detailed research and analysis to support adviser recommendations, including platform, fund, and product comparisons
• Work closely with two Financial Advisers to manage case workflow and ensure timely delivery of client documentation
• Maintain up-to-date knowledge of relevant legislation, FCA regulations, and product developments
• Liaise with providers, platforms, and back‑office systems to obtain valuations, illustrations, and policy information
• Assist with the preparation of client review documentation and meeting packs
• Ensure all files and records meet internal compliance standards
• Support advisers with ad hoc technical queries and research requests

About You

• Previous experience in a Paraplanning or technical financial services role — either fully qualified or working towards qualifications
• Strong working knowledge of financial planning across retirement, investment, and protection disciplines
• Experience preparing suitability reports and navigating the advice process end‑to‑end
• Comfortable working with a variety of client profiles, including HNWIs and business owners
• Organised, detail‑focused, and able to manage a varied caseload to meet deadlines
• Strong written communication skills — clear, accurate, and client‑appropriate
• A proactive team player who is self‑motivated and takes ownership of their work
• CII Level 4 Diploma in Financial Planning (or working towards it) is desirable — though candidates at varying stages of qualification will be considered

What's on Offer

• Salary of £30,000 – £50,000 depending on experience and qualifications
• Hybrid working — a blend of office and home working
• Full exam support and study time for CII qualifications, including towards Chartered Financial Planner status
• Genuine career progression within a growing firm
• Supportive, collaborative team environment
• Exposure to a broad and high‑quality client base

Location

Based near Kettering, Northamptonshire. Candidates should be within a commutable distance of the office. Hybrid working is available once settled into the role.