Paraplanner – Complex Planning & Growth Path

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

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.