Paraplanner: Complex Planning & Growth Path

RGH-Global Ltd; Town of Ashford (NY); On-site; USD 47,438 - 60,992; Full time

Job summary

A financial services organization is seeking a Paraplanner to support advisers in delivering high-quality advice. This role involves producing compliant reports, managing complex cases, and contributing to the improvement of paraplanning processes. The ideal candidate will have a Diploma in Regulated Financial Planning, previous paraplanning experience, and strong technical knowledge of pensions and investments. This is an excellent opportunity to join a growing organization with a focus on professional development and career progression.

Qualifications

• Diploma in Regulated Financial Planning or equivalent required.
• Strong technical knowledge of pensions, investments, taxation, and protection essential.
• Previous paraplanning experience is necessary.

Responsibilities

• Formulate advice through detailed research and technical analysis.
• Produce compliant, well-structured suitability reports.
• Manage complex planning cases to ensure advice quality.

Skills

Diploma in Regulated Financial Planning (or equivalent)

Previous paraplanning experience

Strong technical knowledge of pensions, investments, taxation and protection

Excellent understanding of FCA regulations and advice standards

Strong analytical and problem-solving capability

Effective written and verbal communication skills

Job description

A financial services organization is seeking a Paraplanner to support advisers in delivering high-quality advice. This role involves producing compliant reports, managing complex cases, and contributing to the improvement of paraplanning processes. The ideal candidate will have a Diploma in Regulated Financial Planning, previous paraplanning experience, and strong technical knowledge of pensions and investments. This is an excellent opportunity to join a growing organization with a focus on professional development and career progression.